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Bill Childers

USA Financial Securities LLC
30 Years of Experience
Bridgeport, WV
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bill Childers is a registered investment advisor at USA Financial Securities LLC, based in Bridgeport, WV, with 30 years of industry experience. Bill 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.

USA Financial Securities LLC
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

119 Steele St., Bridgeport, WV, 26330

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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

Bill is involved with Childers Insurance & Retirement Annuities, LLC, selling fixed annuities, life, and health insurance, dedicating about a quarter of his time. He also participates in B,B&B Enterprises LLC, purchasing and managing real estate without compensation.

Employment History
Current Registrations
USA Financial Securities LLC
August 2018 - Present · 8 yrs 2 mos
USA Financial Securities LLCBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.
March 2006 - August 2018 · 12 yrs 5 mos
Voya Financial Advisors, INC.Broker
February 2006 - August 2018 · 12 yrs 6 mos
Metlife Securities INC.
October 2002 - March 2006 · 3 yrs 5 mos
Metlife Securities INC.Broker
April 2002 - March 2006 · 3 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
April 2002 - March 2006 · 3 yrs 11 mos
Usallianz Securities, INC.Broker
July 2000 - April 2002 · 1 yr 9 mos
Metlife Securities INC.Broker
November 1994 - June 1999 · 4 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
November 1994 - June 1999 · 4 yrs 7 mos
State Registrations8 states
AZGAINMDNCOHSCWV
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.
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