George Sims, financial advisor San Antonio TX
93 score

George Sims

CRD Number: 5393706
Current Firm: Usaa Investment Management Company

George Sims (CRD# 5393706) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Gsg Comics San Antonio, TX Oct 2017 - Current < 1
Usaa Investment Management Company San Antonio, TX Aug 2015 - Current 2
Usaa Financial Advisors, Inc. San Antonio, TX Dec 2007 - Current 10
Usaa Financial Planning Services San Antonio, TX Apr 2013 - Aug 2015 2
Usaa Life Insurance Company San Antonio, TX Dec 2007 - Apr 2013 5
Usaa Investment Management San Antonio, TX Dec 2007 - Apr 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for George W. Sims
Phone Number: 800-531-USAA
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,236
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $179,715
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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