USA Financial
Steve Phillips is a seasoned professional in practice management and sales within the financial services industry. Currently serving as the Chief Practice Management Officer at USA Financial since January 2019, and as a Practice Management Consultant with Pareto Systems since January 2016, Steve also leads The Advisor Protocol as CEO since October 2014. Prior experience includes Chief Sales Officer roles at Annexus Group and Creative Marketing International Corp., where responsibilities ranged from education and communication with independent marketing organizations to developing sales teams and industry-leading workshops. Steve's career commenced at New York Life Insurance Company as an Insurance Agent and included a tenure as Marketing Director at Specialized Financial Services.
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USA Financial
USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Commenting Guidelines: http://www.usafinancial.com/investors/commenting-guidelines. At USA Financial, we believe that financial advisors and their clients shouldn’t be limited by the constraints of a single-minded financial institution. Since 1988, USA Financial has sought to reshape how advisors and investors approach financial planning and investment management. “Plan First and Invest Second™" is the foundation upon which we were built, and we instill that approach through our education, comprehensive planning, and investment innovation. Over the years, USA Financial has expanded its service offerings. This combination of subsidiaries is synergistically knitted together for the specific purpose of empowering advisors and investors. This includes: USA Financial Securities (Registered investment adviser and FINRA-registered broker-dealer), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment adviser and formulaic trending money manager), USA Financial Media® (technology and multimedia marketing firm), and USA Financial Exchange (turn-key asset management/UMA platform). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.