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Paul Douglas Axberg

USA Financial Securities LLC

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About Paul Douglas Axberg

Paul Douglas Axberg is a financial advisor with over 25 years of experience in the financial industry. Paul is currently registered with USA Financial Securities LLC. Paul is also a Certified Financial Planner and a Personal Financial Specialist. Paul has previously worked with INVEST FINANCIAL CORPORATION, CENTAURUS FINANCIAL, INC., WORLD SECURITIES, INC., H.D. VEST INVESTMENT SECURITIES, INC., PRIME CAPITAL SERVICES, INC., and ROYAL ALLIANCE ASSOCIATES, INC.

Firm Information

Paul Axberg 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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Paul Axberg’s Registration & Firm History

MI

11/27/2017 - Present

USA Financial Securities LLC (ADA MI)

AZ

04/30/2007 - 11/17/2017

INVEST FINANCIAL CORPORATION (SUN CITY WEST AZ)

AZ

05/26/2000 - 05/01/2007

CENTAURUS FINANCIAL, INC. (SUN CITY WEST AZ)

MO

11/10/1999 - 06/19/2000

WORLD SECURITIES, INC. (JOPLIN MO)

TX

05/13/1999 - 11/09/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

NY

02/04/1999 - 05/13/1999

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

AZ

09/24/1996 - 02/05/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Douglas Axberg.
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