TrueAdvisor
TrueAdvisor
AL
AL

Aaron K Lamport

USA Financial Securities Corporation
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
USA Financial Securities Corporation
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

Location

6020 East Fulton, Ada, MI, 49301

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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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Employment History
Current Registrations
USA Financial Securities Corporation
May 2014 - Present · 11 yrs 9 mos
USA Financial Securities LLCBroker
April 2014 - Present · 11 yrs 10 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.