Nancy J Mccarrell
Investment adviser representative at Usadvisors Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$483.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Usadvisors Wealth Management, LLCOct 2019 to now
- Securities America, Inc.Sep 2019 to Jun 2024
- Securities America IncJan 2015 to Apr 2017
- Prestige Wealth ManagementMay 2014 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Usadvisors Wealth Management, LLC
$483.3MAssets managed
1,901Clients
14Advisers
13 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
- 6334107
- Firm CRD
- 158108