Mary Elizabeth Medlin

Employer firm

Usaa Investment Services Company CRD 5475

2,635 advisory clients

Reported services (Item 5G)

• Financial planning
• REFERRALS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 06/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 05/2013 → Present
  Usaa Investment Services Company
  San Antonio, TX
• 08/2013 → 12/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 12/2020 → Present
  Usaa Life Insurance Company
  San Antonio, TX

Previous Registrations

• 2009-01-02 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2004-10-22 → 2008-12-31
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2003-03-04 → 2004-10-22
  Usaa Financial Planning Services
  San Antonio, TX
• 2002-05-20 → 2002-09-30
  Usaa Financial Planning Services
  San Antonio, TX

Other Businesses

*Company Name: HOME TEAM OF AMERICA *Investment related: NO *Business Address: 16719 HUEBNER RD BUILDING 4, SAN ANTONIO TX 78248 *Nature of Business: REAL ESTATE *Position: REAL ESTATE AGENT *Start Date: 05/01/2021 *Number of work hours/Month: 15 hours a month *Number of work hours during security trading hours: 0 *Duties: Buy and sell homes for clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-10

Other Names

• Mary Lee Mckay
• Mary Lee Mckay
• Mary Elizabeth Lee