Invested Better
Unclaimed

Unclaimed

Unclaimed

Bernard Michael Avon

USA Financial Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bernard? Claim Your Profile

About Bernard Michael Avon

Bernard Avon is a registered investment advisor representative with USA Financial Securities LLC. Bernard is registered in Pennsylvania, New Jersey, Virginia and North Carolina. Bernard has been in the securities industry since November 2016. Bernard holds a Series 7, Series 66 and SIE licenses. Bernard has a background in systems engineering and worked as a Senior Signaling Design Engineer for Hitachi Rail STS. Bernard also worked for Westinghouse Electric Company. Bernard is a registered representative with USA Financial Securities LLC. USA Financial Securities LLC is headquartered in Ada, Michigan and has been in business since 1991. USA Financial Securities LLC provides financial planning, portfolio management for individuals, and selection of other advisers services. USA Financial Securities LLC has over 166 licensed agents, 147 registered representatives, 141 investment adviser representatives and manages over $268,691,644 in assets. Bernard Avon works in the Pittsburgh branch of USA Financial Securities LLC.

Firm Information

Bernard Avon is currently registered with USA Financial Securities LLC. USA Financial Securities LLC is an Approved Limited Liability Company formed on July 3, 2024. Based in ADA, MI, USA, they provide financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and in all 51 states and has over 160 licensed agents, investment advisor representatives, and registered representatives. With a total of 1,395 accounts under management, they oversee $268,691,644 in regulatory assets.
USA Financial Securities LLC

6020 EAST FULTON STREET

ADA, MI 49301

$268.69M

Assets Under Management

265

Total Clients

139

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bernard Avon’s Registration & Firm History

PA

07/08/2019 - Present

USA Financial Securities LLC (Pittsburgh PA)

Not sure if Bernard Michael Avon is right for you?

Licenses & Designations

BOTH

Issued 02/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Michael Avon.
Not sure if Bernard Michael Avon is right for you?