George Wheelock (CRD# 6335966) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 9 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Life Insurance Company | 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 | Jul 2014 - Dec 2020 | 6 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | May 2014 - Jun 2020 | 6 |
| Usaa Federal Savings Bank | San Antonio, TX | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
| S63 | Uniform Securities State Law Examination | Jul 2014 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Other
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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