Ashleigh Franco
Ashleigh Franco is a registered investment advisor at USA Financial Securities LLC, based in Red Oak, IA, with 2 years of industry experience. Ashleigh 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
610 Senate Ave., Red Oak, IA, 51566
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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
Ashleigh is a co-owner of Franco Farrier Company, LLC, providing horse shoeing and trimming services, and spends a few hours per week on this. Ashleigh is also the Head of Client Operations at Milestone Financial Group, selling life, disability, health, and long-term care insurance, and dedicates a few hours per week to this during securities trading hours.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLCBroker
State Registrations4 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
More Advisors
- Daniel Miller, CFPUSA Financial Securities LLC