Best Investors
Account
Sign in
Best Investors
Account
Sign in
Usaa Investment Services Company CRD 5475
2,635 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-08-19 |
| TX | RA | APPROVED | 2020-11-06 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
Anthem, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | Phoenix | AZ | 02/2012 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 03/2013 | 12/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | Present |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
Reach out to this advisor