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Kevin Douglas Beall

Usaa Investment Services Company

San Antonio, TX

Plano, TX

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Current Employers
Usaa Investment Services Company

9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-07-21
FL RA APPROVED 2022-07-18
CO RA APPROVED 2022-07-15
TX RA APPROVED 2018-01-08
  • AZ RA
    APPROVED
    Since 2022-07-21
  • FL RA
    APPROVED
    Since 2022-07-18
  • CO RA
    APPROVED
    Since 2022-07-15
  • TX RA
    APPROVED
    Since 2018-01-08

Branch Locations

9800 Fredericksburg Road, San Antonio, TX 78288 • United States

7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors Inc Addison TX 07/2011 06/2020
Usaa Financial Planning Services Addison TX 11/2008 12/2020
Usaa Investment Services Company Plano TX 01/2018 Present
Usaa Life Insurance Company Plano TX 12/2020 Present
  • 07/2011 → 06/2020
    Usaa Financial Advisors Inc
    Addison, TX
  • 11/2008 → 12/2020
    Usaa Financial Planning Services
    Addison, TX
  • 01/2018 → Present
    Usaa Investment Services Company
    Plano, TX
  • 12/2020 → Present
    Usaa Life Insurance Company
    Plano, TX
Previous Registrations
  • 2008-12-09 → 2018-01-08
    Usaa Financial Planning Services
    Phoenix, AZ
    Addison, TX
  • 2007-12-04 → 2008-12-31
    Usaa Investment Services Company
    Phoenix, AZ
    Phoenix, AZ
  • 2004-10-25 → 2007-11-28
    Usaa Financial Planning Services
    San Antonio, TX
    Phoenix, AZ
  • 2002-01-11 → 2003-10-17
    Usaa Investment Services Company
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-11
  • S66 Uniform Combined State Law Examination
    2000-09-11
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
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