Donald Coplin
Donald Coplin is a CFP, ChFC-designated registered investment advisor at USA Financial Securities LLC, based in Springfield, MO, with 42 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.
Fee Estimator
Location
Springfield, MO
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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 LLC
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.
Exams
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