Brian Brady, financial advisor San Antonio TX

Brian Brady

CRD Number: 2189167
Current Firm: Usaa Investment Services Company

Brian Brady (CRD# 2189167) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 31 years of experience in the finance industry. Brian Brady 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 Life Insurance Company San Antonio, TX Jun 2020 - Current 3
Usaa Investment Services Company San Antonio, TX Jan 2018 - Current 6
Usaa Financial Advisors Inc. San Antonio, TX Apr 2006 - Jun 2020 14
Usaa Financial Planning Services San Antonio, TX Apr 2006 - Jun 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
Contact Info for Brian S. Brady
Phone Number: 210-456-4218
Firm Website: https://www.google.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
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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