Krystle Kaufman is a registered investment advisor at Usi Securities, INC., based in Fort Lauderdale, FL, with 17 years of industry experience. Krystle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.
Location
2400 East Commercial Blvd., Suite 600, Fort Lauderdale, FL, 33308
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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 →Employment History
Current Registrations
Usi Securities, INC.Broker
Usi Securities, INC.
Previous Registrations
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State Registrations1 state
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