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Stephen Robert Hand

USA TAX & INSURANCE SERVICES, INC.·PALM HARBOR, Florida
Unclaimed Profile
4114 WOODLANDS PKWY, PALM HARBOR, FL 34685CRD# 1762495Firm CRD# 144088
01

About

Stephen Robert Hand is a registered financial advisor based in PALM HARBOR, Florida, affiliated with USA TAX & INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
USA TAX & INSURANCE SERVICES, INC.
AMERICAN INVESTMENT SERVICES
AUM
$43M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at USA TAX & INSURANCE SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY REFERRAL FEES
Regulatory
SEC/IARD CRD# 1762495
Firm CRD# 144088
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in PALM HARBOR
Michael Val Williams — ACCESS FUND MANAGEMENT, LLCKenneth David Trumpfheller — ACCESS FUND MANAGEMENT, LLCPatrick Kent Nichols — USA TAX & INSURANCE SERVICES, INC.Richard Thomas Toolen — ICON ASSET MANAGEMENT USA LLCJohn Michael Zazzarino — ICON ASSET MANAGEMENT USA LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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