Gerald Best Hanifan
Investment adviser representative at USA Financial Securities LLC
34 yearsExperience
10 statesRegistered in
$296.5MFirm assets
19 yearsFirm in business
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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
34 years in the industry.
- Cedar Wealth LLCApr 2025 to now
- USA Financial Securities LLCMar 2007 to now
- USA Financial Secuities CorporationApr 2006 to now
- Estate Planning CenterJul 1992 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 10 states (CT, FL, GA, MI, MO, NC, NH, NJ, SC, VA).
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
- 2286666
- Firm CRD
- 103857