David Greene
David Greene is a registered investment advisor at USA Financial Securities LLC, based in Las Vegas, NV, with 30 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
8275 S. Eastern Ave., Suite 200, Las Vegas, NV, 89123
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2018Other Business ActivitiesSells Insurance
David operates Beacon Financial Group, offering insurance and annuities sales, tax preparation, bookkeeping, consulting, and back-office support. He also provides financial education workshops through the American Financial Education Alliance.
Employment History
Current Registrations
USA Financial Securities LLCBroker
USA Financial Securities LLC
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Investment Advisors & Consultants, INC.Broker
State Registrations10 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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