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Barry Everett Thomason

Investment Adviser Representative at USA Financial Securities LLC

Chewelah, WACRD #5272236Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Barry Everett Thomason is an investment adviser representative with USA Financial Securities LLC in Chewelah, WA, where they have been registered since 2017. They have worked in the securities industry since 2007 and were previously registered with Ameritas Investment Corp. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona, California, Colorado, Idaho, Texas, Utah, and Washington.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, California, Colorado, Idaho, Texas, Utah, Washington
Broker:
7 states and territories

Arizona, California, Idaho, Tennessee, Texas, Utah, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/5/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 2/13/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 62
Corporate Securities Limited Representative Examination
Passed 4/28/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/13/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

USA Financial Securities LLCCurrent
1/31/2017 – Chewelah, WA
Ameritas Investment Corp
3/27/2013 – 2/22/2017Chewelah, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameritas Investment Corp
    Mar 2013 – Jan 2017Lincoln, NE
  2. Ameritas LIFE Insurance Corp
    Mar 2013 – Jan 2017Lincoln, NE
  3. Cornerstone Financial Group
    Mar 2013 – Jan 2017Chewelah, WA
  4. USA Financial Securities
    Jan 2017 – no end date reportedAda, MI
  5. Thomason Financial Services
    Jan 2007 – no end date reportedChewelah, WA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About USA Financial Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

USA Financial offers coaching and consulting, incorporated compliance, transition assistance, marketing support, attentive operations, mergers/acquisition/succession, investments and asset management (including a TAMP introduced in 2016), financial planning, insurance and annuities, and integrated technology.

Financial PlanningInsuranceWealth Management
Firm areas of expertise
Independent Financial AdvisorsTAMPAsset ManagementFinancial PlanningInsurance And AnnuitiesComplianceCoaching And ConsultingMarketing SupportPractice ManagementMergers And AcquisitionsSuccession Planning+2 more

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
131
Offices listed on AdvisorFinder:
25
Main office:
Ada, MI
Founded:
1988
SEC file number:
801-68276

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barry Everett Thomason has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Barry Everett Thomason (USA Financial Securities)