Name: Mike Walters Job Title: Chairman & CEO Company Name: USA FinancialBiography: Mike Walters is CEO of the USA Financial collection of companies. Subsidiaries include USA Financial Portformulas, a formulaic trending money manager; USA Financial Securities, a broker dealer and registered investment advisor; USA Financial Asset Management; USA Financial Insurance Services, an insurance and annuity wholesaler; and USA Financial Plug-N-Run, a cross-platform marketing and technology firm.
USA Financial, Inc., the industry’s first and only organization in the industry that cohesively knits-together the successful combination most desired by top advisors. USA Financial's subsidiaries represent the only organization in the industry that has cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor (BD & RIA to permit discretionary & non-discretionary control), an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), a 2nd SEC Registered Investment Advisor (RIA to provide turnkey Formulaic Trending Money Manager™ solutions), plus our legendary Plug-N-Run® Marketing & Technology Solutions... All under one-roof!!