Stephanie Portugal, financial advisor Addison TX
89 score

Stephanie Portugal

CRD Number: 6245647
Current Firm: Usaa Financial Planning Services

Stephanie Portugal (CRD# 6245647) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors, Inc. Addison, TX Jul 2014 - Current 2
Usaa Financial Planning Services Addison, TX Jul 2014 - Current 2
Td Ameritrade Fort Worth, TX Sep 2013 - Jun 2014 < 1
Unemployed North Richland Hills, TX May 2013 - Sep 2013 < 1
North Texas Specialty Physicians Fort Worth, TX Apr 2012 - May 2013 1
City Of Arlington Arlington, TX Sep 2010 - Jul 2012 1
Gm Financial/americredit Arlington, TX Sep 2010 - Apr 2012 1
Lowe's Irving, TX Mar 2010 - Sep 2010 < 1
Unemployed Fort Worth, TX Dec 2009 - Jan 2010 < 1
Student Euless, TX Aug 2009 - Dec 2009 < 1
Department Of State Washington, DC Jun 2009 - Aug 2009 < 1
City Of Mesquite Mesquite, TX Jan 2009 - Jun 2009 < 1
Place Properties Arlington, TX Dec 2008 - Jan 2009 < 1
Unemployed/student Euless, TX May 2008 - Dec 2008 < 1
University Of Alabama Birmingham, AL Aug 2005 - May 2008 2
Home Depot Landscape Supply Grapevine, TX May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Stephanie R. Portugal
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
89
Clean Record
This advisor has a clean track record with regulators.

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