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Ross Adam Poole

USA Financial Securities LLC

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About Ross Adam Poole

Ross Adam Poole is a registered investment advisor representative with USA Financial Securities LLC. Ross has been in the securities industry since January 30, 2000. Ross is a registered representative in Florida. Ross has also been a registered representative with Taylor Capital Management Inc., Questar Capital Corporation, Summit Brokerage Services, Inc., and Signator Investors, Inc. Ross holds Series 6, SIE, and Series 65 licenses. Ross specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Ross Poole 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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Ross Poole’s Registration & Firm History

MI

04/06/2021 - Present

USA Financial Securities LLC (ADA MI)

FL

11/25/2013 - 09/06/2017

TAYLOR CAPITAL MANAGEMENT INC. (PORT ORANGE FL)

FL

10/26/2010 - 11/27/2013

QUESTAR CAPITAL CORPORATION (PORT ORANGE FL)

FL

08/14/2003 - 11/03/2010

SUMMIT BROKERAGE SERVICES, INC. (S. DAYTONA FL)

MA

01/31/2000 - 08/20/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 03/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ross Adam Poole.
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