Robert Landry, financial advisor San Antonio TX
90 score

Robert Landry

CRD Number: 5409955
Current Firm: Usaa Investment Management Company

Robert Landry (CRD# 5409955) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has 1 year of experience in the finance industry. Robert Landry 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.

Similar Advisors
David Alvarez, financial advisor San Antonio TX
David K. Alvarez
CRD# 4957825
Intercontinental Wealth Advisors, LLC
Score
103
Similar Advisors
Ramiro Marmolejo, financial advisor San Antonio TX
Ramiro Marmolejo
CRD# 2834731
Wealth Watch Advisors, LLC
Score
103
Similar Advisors
Neil Vannoy, financial advisor San Antonio TX
Neil R. Vannoy
CRD# 4131344
Vannoy Advisory Group, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Usaa Investment Management Company San Antonio, TX Aug 2007 - Current 9
Td Banknorth Wealth Management Group Woodstock, VT Apr 2005 - Jul 2007 2

Robert Landry has no recent exams reported.
Contact Info for Robert F. Landry
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • FL
  • CT
  • DE
  • DC
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • VI
  • VT
  • MN
  • PR
  • WI
By the Numbers
  • Total Assets Under Management
    23,291
    MILLIONS
  • Total Number of Accounts
    131,832
    ACCOUNTS
  • Average Account Value
    $176,670
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

Ready to hire a financial advisor? Get competitive proposals from Robert Landry and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.