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Terry E Byrum

Usaa Investment Services Company

Colorado Springs, CO

Plano, TX

Colorado Springs, CO

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Current Employers
Usaa Investment Services Company

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-11-05
  • CO RA
    APPROVED
    Since 2020-11-05

Branch Locations

1855 Telstar Drive, Colorado Springs, CO 80920 • United States

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

Colorado Springs, CO • 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 Colorado Springs CO 09/2010 06/2020
Usaa Financial Planning Services Colorado Springs CO 09/2010 12/2020
Usaa Investment Services Company Colorado Springs CO 01/2018 Present
Usaa Life Insurance Company Colorado Springs CO 12/2020 Present
  • 09/2010 → 06/2020
    Usaa Financial Advisors, Inc
    Colorado Springs, CO
  • 09/2010 → 12/2020
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 01/2018 → Present
    Usaa Investment Services Company
    Colorado Springs, CO
  • 12/2020 → Present
    Usaa Life Insurance Company
    Colorado Springs, CO
Previous Registrations
  • 2009-05-06 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-02
  • S66 Uniform Combined State Law Examination
    2009-05-02

View on SEC IAPD

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Other Investors

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JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
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Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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