Maximilian Neumayer, financial advisor Ponte Vedra Beach FL
96 score

Maximilian Neumayer

CRD Number: 4567591
Current Firm: Usaa Financial Planning Services

Maximilian Neumayer (CRD# 4567591) is an Investment Advisor Representative working at Usaa Financial Planning Services in Ponte Vedra Beach, FL and has over 14 years of experience in the finance industry. Maximilian Neumayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Planning Services Tampa, FL Jun 2009 - Current 7
Usaa Financial Advisors, Inc. Tampa, FL Jun 2009 - Current 7
U.s. Air Force Reserves Scott Afb, IL Jun 2000 - Current 16
Morgan Stanley & Company, Incorporated Ponte Vedra Beach, FL Apr 2007 - May 2009 2
Morgan Stanley Ponte Vedra, FL Jul 2002 - Apr 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Maximilian E. Neumayer
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
  • GA
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
96
Clean Record
This advisor has a clean track record with regulators.

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