Daniel Fuller
Daniel Fuller is a registered investment advisor at USA Financial Securities LLC, based in Camp Hill, PA, with 19 years of industry experience. Daniel 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
3901 Hartzdale Dr. Suite 110, Camp Hill, PA, 17011
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 LLC
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.
Exams
More Advisors
- Andrew Spuhler, CFP
- Brian Jankowski, CFARiver Wealth Advisors LLC
- David Kidd, CFPAmeriprise Financial Services, LLC
- Stacy Heistand, CFPAsset Strategy Retirement Plan Consultants, LLC
- Anthony Conte, CFPLPL Financial LLC
- Kenneth Ferrone, CFAThrivent Advisor Network, LLC