Daniel Fuentes, financial advisor San Antonio TX
96 score

Daniel Fuentes

CRD Number: 1088246
Current Firm: Usaa Financial Planning Services

Daniel Fuentes (CRD# 1088246) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 29 years of experience in the finance industry. Daniel Fuentes 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 Advisors, Inc. San Antonio, TX Oct 2009 - Current 7
Usaa Financial Planning Services San Antonio, TX Oct 2009 - Current 7
Riverstone Wealth Management San Antonio, TX May 2009 - Oct 2009 < 1
New England Securities San Antonio, TX Aug 2008 - Oct 2009 1
Usaa Financial Advisors, Inc. San Antonio, TX Sep 2007 - Jul 2008 < 1
Usaa Life Insurance Company San Antonio, TX Aug 2002 - Jul 2008 5
Usaa Investment Management Company San Antonio, TX Sep 1994 - Jul 2008 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Daniel Fuentes
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
96
Clean Record
This advisor has a clean track record with regulators.

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