Arturo Burgueno
Arturo Burgueno is a registered investment advisor at USA Financial Securities LLC, based in San Antonio, TX, with 12 years of industry experience. Arturo 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
18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Arturo is involved in several outside business activities, including marketing advisory services through Everest Retirement Planners LLC and Concordia Investments, LLC. He also sells fixed indexed annuities, fixed insurance products, healthcare supplements, and long-term care insurance, and is involved in alumni organizations.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations2 states
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
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