Donald Coplin
Donald Coplin is a CFP, ChFC-designated registered investment advisor at USA Financial Securities Corporation, based in Ada, MI, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 1,750 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USA Financial Securities offers two advisory account management options:
- Transaction-based pricing: You pay a lower custodial and administrative fee, plus individual transaction fees.
- Asset-based pricing: You pay a higher custodial and administrative fee that includes transaction costs. This is best for clients who anticipate moderate to high levels of trading activity.
Representatives may also provide access to third-party money managers. The fees for these managers vary and are disclosed in their own brochures. Representatives may also offer customized financial strategies with varying fee structures, detailed in the representative's disclosure supplement. The maximum management fee charged by USA Financial Securities is 2.7%.
Location
6020 E. Fulton Street, Ada, MI, 49301
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is involved in several outside business activities. He sells life, health, and annuity insurance through Trussvest, LLC, dedicating minimal time to this. He also volunteers with Convoy of Hope and owns rental real estate with his wife, spending minimal time on each.
Employment History
Current Registrations
USA Financial Securities Corporation
USA Financial Securities LLCBroker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Edgecombe & Coplin Wealth Strategies, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
John Hancock Distributors, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.