Daniel Fuller
Daniel Fuller is a registered investment advisor at USA Financial Securities Corporation, based in Ada, MI, with 18 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 East Fulton, Ada, MI, 49301
Get directionsHistory
Regulatory History (3)
Judgment / Lien
April 2018Judgment / Lien
January 2018Judgment / Lien
October 2015Other Business ActivitiesSells Insurance
Daniel is an insurance agent/broker with Kingdom Wealth Management since 2008, dedicating a few hours per week to insurance and securities sales and advice. He also owns and operates Professional Business Property Management, Inc. and is the treasurer for a home school co-op.
Employment History
Current Registrations
USA Financial Securities Corporation
USA Financial Securities LLCBroker
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
State Registrations1 state
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.