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Wesley Reed

USA Financial Securities LLC
21 Years of Experience
Clermont, FL
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Wesley Reed is a registered investment advisor at USA Financial Securities LLC, based in Clermont, FL, with 21 years of industry experience. Wesley 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
—
View Full SEC Brochure

Location

1635 East Highway 50, Suite 202, Clermont, FL, 34711

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2026
Financial
March 2025
Final
Financial
February 2025
Final
Financial
August 2024
Final
Customer Dispute
March 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Wesley operates under the DBA Reed Family Wealth Services, conducting securities and insurance business with clients, taking about half of his time. He also works as an independent insurance agent selling fixed insurance products and announces at Webber International University games, dedicating minimal time to each.

Employment History
Current Registrations
USA Financial Securities LLCBroker
August 2026 - Present · 2 mos
USA Financial Securities LLC
August 2026 - Present · 2 mos
Previous Registrations
J. W. Cole Advisors, INC.
December 2020 - April 2026 · 5 yrs 4 mos
J.W. Cole Financial, INC.Broker
October 2020 - April 2026 · 5 yrs 6 mos
Ameriprise Financial Services, LLC.
June 2018 - October 2020 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
January 2005 - June 2018 · 13 yrs 5 mos
Ameriprise Financial Services, LLCBroker
November 2004 - October 2020 · 15 yrs 11 mos
Ids Life Insurance CompanyBroker
November 2004 - July 2006 · 1 yr 8 mos
State Registrations7 states
FLGANJOHPATNTX
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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