Webinar for Investment Advisors: Overview of USA Financial Exchange

A Flexible Turnkey Asset Management Platform for Today's Independent Advisor

Today's financial advisors need flexibility and choice for their clients AND the future direction of their practice. Most Turnkey Asset Management Platforms (TAMPs) have limitations around an advisor's ability to blend their own asset management skills with the talents of institutional managers.

This 30 minute webinar will reveal the unique features of USA Financial Exchange; a TAMP platform built for advisors who want more flexibility and choice inside their practice. 

Presented by


Mark Mersman

Chief Marketing Officer
USA Financial


Kevin Roskam

Senior Advisory Business Consultant
USA Financial

This advisory platform is the perfect blend of simplicity and flexibility.

- Mark Mersman