Daniel Fuentes (CRD# 1088246) is an Investment Advisor Representative working at Usaa Investment Services Company in Phoenix, AZ and has over 37 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa | San Antonio, TX | Dec 2020 - Current | 3 |
| Usaa Investment Services Company | San Antonio, TX | Jan 2018 - Current | 6 |
| Usaa Financial Planning Services | San Antonio, TX | Oct 2009 - Dec 2020 | 11 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Oct 2009 - Jun 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Other
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