USA Financial Securities' sister companies are vital to its success. Our affiliated companies play a critical role in the
comprehensive financial planning offered to our clients.
USA Financial Insurance Services is an independent insurance wholesaler and distributor. Insurance distributors
play an important role in the financial services profession. An insurance and annuity distributor is an entity
that works as a wholesaler of consumer-based insurance products. Many insurance companies work with distributors
to help bring their insurance products to market. A distributor works with financial professionals to introduce
the products of insurance companies.
USA Financial Insurance Services works with dozens of insurance companies
and educates advisors on the options available to their clients within the marketplace.
USA Financial Portformulas is known as the Formulaic Trending Money Manager®. A money manager is a Registered
Investment Advisor who engages in portfolio management services for clients. Financial professionals may introduce
the services of a money manager to their clients to help in the portfolio management process. A money manager
selects the investments that make up a specific portfolio based upon a pre-determined set of goals for that
USA Financial Portformulas is an SEC Registered Investment Advisory firm that offers model portfolios and investment
solutions, individually referred to as a Portformula. These models are managed according to a predetermined formula
which are monitored and rebalanced monthly according to the specific criteria set forth by the formula. Each Portformula
strategy will identify which holdings to own, how long to own them, and when to sell them. Investors can always identify
holdings they own inside of their specific Portformula Investment Strategy, unlike many traditional money management
SEC Registration does not imply a certain level of skill or training.
USA Financial Plug-N-Run is a cross-platform Marketing & Technology firm that provides cutting edge solutions
for advisors and clients. The goal of Plug-N-Run is to help make the lives of our advisors easier by providing
practice management solutions that will minimize time spent on tedious items and maximize the time spent
servicing their clients.
Advisors who engage the services of Plug-N-Run are able to outsource many of the difficult tasks of running
their business so they can focus on what matters to them the most — assisting new and existing clients
with their financial plans.
USA Financial Media is a multi-media firm specializing in the financial services industry. This entity is
responsible for the production of the nationally syndicated radio show — USA Financial Radio. The
USA Financial Radio Show is all about the American consumer in retirement, or with retirement on their mind.
The show is broadcast in numerous cities across the country. Since it was first aired, the show has been
committed to providing a fun and educational approach to important financial topics facing the American
retiree or soon-to-be retiree.
USA Financial Media is also involved in the production and publishing of the Plan First, Invest Second
Audiobook series. This series is a comprehensive collection of audiobooks focusing on some of the most
vital financial topics facing today's investor.
Broker Dealer & RIAMember FINRA/SIPC
Formulaic TrendingMoney Management
Turnkey AssetManagement Platform
Insurance & AnnuityDistribution
Multimedia MarketingConsulting & Technology
Compliance Guidance &Practice Management