Annie Chumbley, financial advisor Addison TX
90 score

Annie Chumbley

CRD Number: 5982683
Current Firm: Usaa Financial Planning Services

Annie Chumbley (CRD# 5982683) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors Inc. Addison, TX Jul 2013 - Current 3
Usaa Financial Planning Services Addison, TX Jul 2013 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Sep 2012 - Jul 2013 < 1
Tiaa Lewisville, TX Sep 2012 - Jul 2013 < 1
Td Ameritrade Fort Worth, TX Nov 2011 - Sep 2012 < 1
University Of Texas At Dallas Richardson, TX May 2008 - Aug 2012 4
Td Ameritrade Fort Worth, TX Sep 2011 - Nov 2011 < 1
Swig Dallas, TX Sep 2011 - Nov 2011 < 1
Black Friar Pub Dallas, TX Jun 2008 - Jul 2011 3
Gingerman Dallas, TX May 2008 - May 2008 < 1
Navarro County Community College Waxahatchie, TX Jun 2007 - May 2008 < 1
Uptown Bar Dallas, TX Jan 2008 - Apr 2008 < 1
Topgolf Usa Dallas, TX Jan 2008 - Feb 2008 < 1
Tecole Dallas, TX Jun 2007 - Dec 2007 < 1
Unemployed College Station, TX Jan 2007 - May 2007 < 1
Obannons College Station, TX Oct 2006 - Dec 2006 < 1
Texas A&m University College Station, TX Aug 2003 - Dec 2006 3
Ozona College Station, TX Sep 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Annie D. Chumbley
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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