David Cobb
David Cobb is a ChFC-designated registered investment advisor at USA Financial Securities LLC, based in Belmont, MI, with 32 years of industry experience. David 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
6011 West River Drive, Belmont, MI, 49306
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
David owns Innovative Financial Group, LLC, where he oversees daily operations and sells life, disability income, annuities, long-term care insurance, and Medicare products, dedicating nearly full-time hours to this. He also owns commercial rental property, is a board member for David's House Ministries, a reserve deputy sheriff, and was involved with Cobb Rentals, LLC, and is on the Ohio National Life Agent Advisory Council.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Partners for Prosperity, INC.
Transamerica Financial Advisors, INC.Broker
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
State Registrations9 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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