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Michal Fraser

USA Financial Securities LLC

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About Michal Fraser

Michal Fraser is a registered Investment Advisor Representative with USA Financial Securities LLC. Michal is licensed in California, Florida, Maryland, New Jersey, North Carolina, and Virginia. Michal has been in the industry for over 20 years, having previously worked with THE O.N. EQUITY SALES COMPANY, INTERACTIVE FINANCIAL ADVISORS, and LEGACY PLANNING GROUP, LLC. Michal specializes in financial planning and portfolio management for individuals.

Firm Information

Michal Fraser 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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Michal Fraser’s Registration & Firm History

MI

03/20/2023 - Present

USA Financial Securities LLC (ADA MI)

OH

08/08/2001 - 12/31/2003

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

AZ

08/05/1998 - 08/08/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

05/30/1997 - 11/24/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/30/1997 - 11/24/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 10/31/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michal Fraser.
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