Marcus Allen Taylor
Investment adviser representative at USA Financial Securities LLC
14 yearsExperience
6 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
14 years in the industry.
- Milestone Financial Group, IncJan 2023 to now
- City of Villisca - City CouncilJan 2022 to now
- USA Financial Securities LLCApr 2018 to now
- Iowa Army National GuardJun 2012 to now
- Miller Financial Group, Inc.Dec 2017 to Jan 2023
- Pcsb BankApr 2016 to Dec 2017
- University of Nebraska OmahaAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 6 states (AL, IA, MN, MO, NE, 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
- 6907206
- Firm CRD
- 103857