Bernard Avon
Bernard Avon is a registered investment advisor at USA Financial Securities LLC, based in Pittsburgh, PA, with 9 years of industry experience. Bernard 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
159 Perry Highway, Pittsburgh, PA, 15229
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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 →Other Business ActivitiesSells Insurance
Bernard works as a broker at Penn Financial Services, LLC, selling life, health insurance, and annuities, dedicating about a third of his time to this. He also works as a Senior Signaling Design Engineer at Hitachi Rail STS Inc., spending nearly full-time hours on this non-investment related role.
Employment History
Current Registrations
USA Financial Securities Corporation
USA Financial Securities LLCBroker
State Registrations8 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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