Estella PenaCRD Number: 4529610
Current Firm: Usaa Investment Management Company
Estella Pena (CRD# 4529610) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 15 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - Current||< 1|
|Usaa Investment Management Company||San Antonio, TX||Oct 2017 - Current||< 1|
|Usaa Financial Planning Services||San Antonio, TX||May 2013 - Current||5|
|Usaa Financial Advisors, Inc.||San Antonio, TX||May 2013 - Current||5|
|Usaa Investment Management Company||San Antonio, TX||May 2011 - May 2013||2|
|Usaa Transfer Agency Company||San Antonio, TX||May 2011 - May 2013||2|
|Usaa Financial Planning Services||San Antonio, TX||Jan 2009 - May 2011||2|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Sep 2007 - May 2011||3|
|Usaa Life Insurance Company||San Antonio, TX||Sep 2007 - Dec 2008||1|
|Usaa Investment Management Company||San Antonio, TX||Feb 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management25,236MILLIONS
Total Number of Accounts140,425ACCOUNTS
Average Account Value$179,715
- A percentage of assets under your management
- 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)
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, WY
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