David Greene
David Greene is a registered investment advisor at USA Financial Securities Corporation, based in Ada, MI, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 1,750 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USA Financial Securities offers two advisory account management options:
- Transaction-based pricing: You pay a lower custodial and administrative fee, plus individual transaction fees.
- Asset-based pricing: You pay a higher custodial and administrative fee that includes transaction costs. This is best for clients who anticipate moderate to high levels of trading activity.
Representatives may also provide access to third-party money managers. The fees for these managers vary and are disclosed in their own brochures. Representatives may also offer customized financial strategies with varying fee structures, detailed in the representative's disclosure supplement. The maximum management fee charged by USA Financial Securities is 2.7%.
Location
6020 E. Fulton Street, Ada, MI, 49301
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 Corporation
USA Financial Securities LLCBroker
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.