Brendan Dailor is a registered investment advisor at Usi Securities, INC., based in Tampa, FL, with 8 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.
Location
2502 North Rocky Point Drive, 4th Floor, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brendan is the CEO of Dailor Financial LLC, which buys, fixes, and rents houses. He also sells solar products as a 1099 contractor, dedicating minimal time to Dailor Financial LLC.
Employment History
Current Registrations
Usi Securities, INC.
Usi Securities, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.