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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 | 2023-02-08 |
Branch Locations
San Antonio, TX • United States
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 01/2009 | 06/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2020 |
| Usaa Life Insurance Company | San Antonio | TX | 06/2020 | Present |
| Usaa Investment Services Company | San Antonio | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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