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Andrew Kayla

28 Years of Experience
Florence, MS
BrokerSells Insurance

Andrew Kayla is a registered investment advisor at USA Financial Securities LLC, based in Florence, MS, with 28 years of industry experience. Andrew 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
1,246 clients
Average Client Portfolio
$238K average
Assets Under Management
$296.5M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.70%

Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

205 College St., Florence, MS, 39073

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is the owner/advisor at ARK Wealth Strategies, where he reviews and sells life and health insurance, dedicating full-time hours to this business. He also advises property and casualty agents on life insurance sales, spending minimal time on this activity, and owns a BBQ catering business, dedicating a few hours per week.

Employment History
Current Registrations
USA Financial Securities LLCBroker
May 2014 - Present · 12 yrs 5 mos
USA Financial Securities LLC
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Nationwide Securities, LLCBroker
August 2008 - March 2014 · 5 yrs 7 mos
Nationwide Securities, LLC
August 2008 - March 2014 · 5 yrs 7 mos
1717 Capital Management CompanyBroker
June 2007 - August 2008 · 1 yr 2 mos
1717 Capital Management Company
May 2007 - August 2008 · 1 yr 3 mos
Nationwide Securities, INC.Broker
October 1999 - August 2007 · 7 yrs 10 mos
Liberty Securities CorporationBroker
April 1999 - July 1999 · 3 mos
Carey Jamison & CompanyBroker
June 1987 - April 1989 · 1 yr 10 mos
State Registrations5 states
ALMNMSOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.