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About Our Affiliate Program

This section is designed to introduce you to the U.S. Wealth Management (USWM) suite of services. USWM is the parent company to U.S. Financial Advisors, LLC (USFA) and U.S. Insurance Brokers, LLC (USIB). USWM, through its subsidiaries, has developed a proven program to help the Wealth Manager acquire the skills and tools necessary to build a successful wealth management practice.  Our professionals offer securities through Lincoln Financial Securities.  USWM companies are not affiliated with Lincoln Financial Securities.

The USWM Affiliate Program provides clear guidance on issues of licensing and compliance; local training and support in building a financial advisory practice; and regular, ongoing workshops in marketing, practice development and compliance. As a full-service financial planning organization, USWM offers independent, objective financial planning services, and a comprehensive range of products through its subsidiaries.
 

Prospective Affiliates | Affiliates Only | About Us
139 Wood Road, Braintree, MA 02184
Investment advisory services offered residents of CA, CT, FL, IL, IN, KY, LA, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, TN, TX and VT through advisory representatives of U.S. Financial Advisors, LLC (USFA), an SEC-registered investment advisor.  Securities offered to residents of AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT and WA through registered representatives of Lincoln Financial Securities, a registered broker-dealer and member FINRA/SIPC. USFA, and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC.  U.S. Wealth Management companies are not affiliated with Lincoln Financial Securities.  In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involve exclusions or limitations.  For costs and complete details of coverage, contact your agent.