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Arturo Burgueno

Investment adviser representative at USA Financial Securities LLC
13 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

13 years in the industry.

  1. USA Financial Securities LLCJan 2017 to now
  2. Concordia Investments LLCDec 2013 to now
  3. The Society for Financial AwarenessApr 2015 to Sep 2019
  4. United Planners' Financial ServicesJul 2014 to Dec 2016
  5. American Prosperity GroupJun 2014 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
6350240
Firm CRD
103857
Advisor's SEC record (opens in a new tab)
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