Barry Thomason
Barry Thomason is a registered investment advisor at USA Financial Securities LLC, based in Chewelah, WA, with 19 years of industry experience. Barry 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
2631 Eagle Lambert Rd., Chewelah, WA, 99109
Get directionsHistory
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
Barry is involved in life, health, and disability insurance sales and servicing policies through Thomason Financial Group since 2007. He dedicates a few hours per week to this activity during trading hours.
Employment History
Current Registrations
USA Financial Securities LLCBroker
USA Financial Securities Corporation
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations8 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.