Teresa Diane Yent
Investment adviser representative at USA Financial Securities LLC
29 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
29 years in the industry.
- Generations Wealth AdvisorsJan 2024 to now
- USA Financial Securities LLCOct 2008 to now
- Golden Years AdvisorsMay 1997 to Jan 2024
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5048853
- Firm CRD
- 103857