Pamela Marie Echegaray
Investment adviser representative at USA Financial Securities LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- USA Financial Securities LLCFeb 2026 to now
- Truchoice (american Financial Marketing)Aug 2021 to now
- The Leaders Group, Inc.Sep 2019 to Dec 2025
- The Annuity Store (truchoice)Nov 2018 to Aug 2021
- Questar Asset ManagementJun 2009 to May 2019
- Questar CapitalJun 2009 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4865945
- Firm CRD
- 103857