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Stephen Robert Hand

USA TAX & INSURANCE SERVICES, INC.·PALM HARBOR, Florida
Series 6, Series 7, Series 24Clean recordUSA TAX & INSURANCE SERVICES, INC.
4114 WOODLANDS PKWY, PALM HARBOR, FL 34685CRD# 1762495Firm CRD# 144088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Robert Hand · PALM HARBOR, FL
Registration
CRD #1762495 · USA TAX & INSURANCE SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
USA TAX & INSURANCE SERVICES, INC.
CRD 144088 · SEC 801-68338
AUM
$43M
Regulatory assets under management
Employees
43
594 client accounts
Services offered by USA TAX & INSURANCE SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at USA TAX & INSURANCE SERVICES, INC. →
Introduction

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04

Frequently Asked Questions

What services does Stephen Robert Hand offer?
Stephen Robert Hand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM HARBOR, Florida for a consultation.
What are Stephen Robert Hand's credentials?
Stephen Robert Hand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Robert Hand located?
Stephen Robert Hand is based in PALM HARBOR, Florida, working with USA TAX & INSURANCE SERVICES, INC.. Their office serves clients in the PALM HARBOR metropolitan area and surrounding communities.
How does Stephen Robert Hand charge for services?
Stephen Robert Hand's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USA TAX & INSURANCE SERVICES, INC.?
USA TAX & INSURANCE SERVICES, INC. has approximately 43 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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PALM HARBOR, FL

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