BF
BF

Brian Edward Frick

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
1,750 clients
Average Client Portfolio
$172K average
Assets Under Management
$301.5M

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
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Location

13613 W Camino Del Sol Ste 3, Sun City West, AZ, 85375

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is involved in several business activities, including public accounting, income tax preparation and planning, and real estate. He also sells life and health insurance, including annuities, dedicating minimal time during securities trading hours.

Employment History
Current Registrations
USA Financial Securities Corporation
November 2017 - Present · 8 yrs 3 mos
USA Financial Securities LLCBroker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Invest Financial Corporation
May 2008 - November 2017 · 9 yrs 6 mos
Invest Financial CorporationBroker
August 2007 - November 2017 · 10 yrs 3 mos
State Registrations11 states
AZCACOFLIDMNNCNEOHTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.