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Gregory Lee Karp

USA Financial Securities LLC

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About Gregory Lee Karp

Gregory Karp is a registered representative with USA Financial Securities LLC. Gregory is also a licensed insurance agent with experience in the insurance industry since 1995. Gregory Karp has a history of experience in the financial services industry, with previous roles at VOYA FINANCIAL ADVISORS, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Gregory holds licenses for Series 6, Series 63 and SIE exams, and is registered with the states of North Carolina, Virginia and West Virginia. Gregory is a licensed investment adviser representative for USA Financial Securities LLC.

Firm Information

Gregory Karp 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Gregory Karp’s Registration & Firm History

WV

08/22/2018 - Present

USA Financial Securities LLC (Bridgeport WV)

WV

01/24/2007 - 08/14/2018

VOYA FINANCIAL ADVISORS, INC. (BRIDGEPORT WV)

PA

02/07/1995 - 01/24/2007

METLIFE SECURITIES INC. (PITTSBURGH PA)

PA

02/07/1995 - 01/24/2007

METROPOLITAN LIFE INSURANCE COMPANY (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 04/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Lee Karp.
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