Nelson Eddie Newton
Investment adviser representative at USA Financial Securities LLC
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$296.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- USA Financial Securities LLCNov 2022 to now
- Lincoln Financial AdvisorsNov 2019 to Nov 2022
- Geiger Wealth Management, Inc.Dec 2017 to Nov 2019
- Citigroup Global Markets Inc.May 2007 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, MO).
USA Financial Securities LLC
$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1983721
- Firm CRD
- 103857