Vanessa Tavera, financial advisor Addison TX
93 score

Vanessa Tavera

CRD Number: 5405883
Current Firm: Usaa Financial Planning Services

Vanessa Tavera (CRD# 5405883) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Addison TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Addison TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Addison TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
Usaa Financial Planning Services Addison, TX Feb 2014 - Current 2
Usaa Financial Advisors, Inc. Addison, TX Feb 2014 - Current 2
Unemployed Valrico, FL Oct 2013 - Feb 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX May 2013 - Oct 2013 < 1
Fidelity Investments Westlake, TX Jul 2007 - May 2013 5
Tiaa Cref Lewisville, TX Aug 2010 - Feb 2011 < 1
Delta Auto Sales Fort Worth, TX Dec 2006 - Jul 2007 < 1
Unemployed Fort Worth, TX Nov 2006 - Dec 2006 < 1
Imperative Information Group Fort Worth, TX May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Vanessa M. Tavera
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

Ready to hire a financial advisor? Get competitive proposals from Vanessa Tavera and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.