Victor Aguirre

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 03/2014 → 05/2020
  Usaa Financial Advisors, Inc.
  Addison, TX
• 04/2014 → 05/2020
  Usaa Financial Planning Services
  Addison, TX
• 09/2017 → 05/2020
  Mtw Contractors Inc.
  Dallas, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Addison, TX
• 05/2020 → Present
  Charles Schwab And Co., Inc.
  Westlake, TX
• 05/2020 → 06/2020
  Charles Schwab Bank, Ssb
  Westlake, TX
• 08/2020 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2015-01-26 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-22
• S63 Uniform Securities Agent State Law Examination
  2014-04-30

Other Names

• Jose Refugio Aguirre Herrera