Errin Greene

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

• 03/2015 → 06/2021
  Usaa Financial Planning Services
  Addison, TX
• 03/2015 → 06/2021
  Usaa Financial Advisors Inc
  Addison, TX
• 01/2018 → 06/2021
  Usaa Investment Management Company
  Addison, TX
• 07/2019 → Present
  Doaam Productions
  Addison, TX
• 07/2021 → 04/2026
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2021 → 03/2023
  Charles Schwab Bank, Ssb
  Westlake, TX
• 07/2026 → Present
  Usaa Life Insurance Company
  Plano, TX
• 07/2026 → Present
  Usaa Investment Services Company
  Plano, TX

Previous Registrations

• 2021-09-02 → 2026-04-30
  Charles Schwab & Co., Inc.
  Westlake, TX
  Lone Tree, CO
• 2018-01-08 → 2020-06-15
  Usaa Investment Services Company
  San Antonio, TX
• 2015-06-05 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX

Other Businesses

1) DOAAM Productions | Investment Related: No| Videography, editing | Owner|7/1/2019|15 hours a month|0 during trading hours |Make Videos for events such as weddings, graduations, etc.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-03
• S63 Uniform Securities Agent State Law Examination
  2012-10-25

Other Names

• Errin Kieth Greene
• Errin Keith Greene
• Errin Greene