Bill Childers
Bill Childers is a CFP, ChFC-designated registered investment advisor at USA Financial Securities LLC, based in Bridgeport, WV, with 52 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.
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
119 Steele St., Bridgeport, WV, 26330
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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
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 manages land through B,B&B Enterprises, LLC, and serves as an expert witness for Lacy Law Offices in insurance and financial matters, dedicating minimal time.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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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