Cheryl Clarkson, financial advisor Boerne TX
93 score

Cheryl Clarkson

CRD Number: 3123011
Current Firm: Usaa Financial Planning Services

Cheryl Clarkson (CRD# 3123011) is an Investment Advisor Representative working at Usaa Financial Planning Services in Boerne, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Investment Management Company San Antonio, TX Apr 2015 - Current 1
Usaa Financial Planning Services San Antonio, TX Jan 2009 - Current 7
Usaa Financial Advisors, Inc. San Antonio, TX Sep 2007 - Current 9
Usaa Life Insurance Company San Antonio, TX Sep 2007 - Dec 2008 1
Usaa Investment Management Company San Antonio, TX Apr 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Cheryl L. Clarkson
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
93
Clean Record
This advisor has a clean track record with regulators.

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