USA TAX & INSURANCE SERVICES, INC.

AMERICAN INVESTMENT SERVICES
PALM HARBOR, Florida·2 registered advisors·CRD# 144088
SEC# 801-68338727-450-0970
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
43
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at USA TAX & INSURANCE SERVICES, INC.

2 registered advisors
Patrick Kent Nichols
PALM HARBOR, Florida
Stephen Robert Hand
PALM HARBOR, Florida
05

Office Locations

PALM HARBOR, Florida
2 advisors

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Data sourced from SEC Form ADV filings. USA TAX & INSURANCE SERVICES, INC. (CRD# 144088) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.