Roxanne Villarreal, financial advisor Vienna VA
73 score

Roxanne Villarreal

CRD Number: 5469335
Current Firm: Usaa Financial Planning Services

Roxanne Villarreal (CRD# 5469335) is an Investment Advisor Representative working at Usaa Financial Planning Services in Vienna, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors, Inc. Vienna, VA Aug 2012 - Current 4
Usaa Financial Planning Services Vienna, VA Aug 2012 - Current 4
Usaa Financial Advisors, Inc. San Antonio, TX Dec 2007 - Aug 2012 4
Usaa Financial Planning Services San Antonio, TX Dec 2007 - Aug 2012 4
Wells Fargo Lubbock, TX Jul 2005 - Dec 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Roxanne Villarreal
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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

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BADGES
73

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