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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-06 |
Branch Locations
One Norterra Drive, Phoenix, AZ 85085 • United States
Glendale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 01/2011 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 06/2011 | 12/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | Present |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-09 |
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