Baldemar Benavidez, financial advisor San Antonio TX
81 score

Baldemar Benavidez

CRD Number: 3166659
Current Firm: Usaa Investment Management Company

Baldemar Benavidez (CRD# 3166659) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, 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 Jan 2012 - Current 4
Usaa Financial Planning Services San Antonio, TX Jun 2009 - Jan 2012 2
Usaa Financial Advisors, Inc. San Antonio, TX Jun 2009 - Jan 2012 2
Usaa Life Insurance Company San Antonio, TX Feb 2009 - Jan 2012 2
Usaa Investment Management Company San Antonio, TX Feb 2009 - Jun 2009 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Jan 2004 - Feb 2009 5
Usaa San Antonio, TX Nov 2007 - Jan 2009 1
Usaa Financial Planning Services San Antonio, TX Nov 2001 - Jan 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Sep 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Baldemar Benavidez
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    23,291
    MILLIONS
  • Total Number of Accounts
    131,832
    ACCOUNTS
  • Average Account Value
    $176,670
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
81

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