Usaa Financial Planning Services

Usaa Financial Planning Services (CRD# 106352) is a financial advisory firm headquartered in San Antonio, TX. They serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Usaa Financial Planning Services
Showing 1 - 10 of 148 top financial advisors.
1
Francis R. Corsaro
CRD#: 4199516
75 Second Avenue, 6th Floor, Needham, MA 02494
101
Wealthminder
score

Francis Corsaro (CRD# 4199516) is an Investment Advisor Representative working at Usaa Financial Planning Services in Needham, MA and has over 17 years of experience in the finance industry. Francis Corsaro 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.

2
Daniel M. Alivernini
CRD#: 5485838
1650 Market Street Suite 3600, Philadelphia, PA 19103
96
Wealthminder
score

Daniel Alivernini (CRD# 5485838) is an Investment Advisor Representative working at Usaa Financial Planning Services in Philadelphia, PA and has over 10 years of experience in the finance industry. Daniel Alivernini 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.

3
Michael E. Andrews
CRD#: 2903779
1650 Market Street Suite 3600, Philadelphia, PA 19103
96
Wealthminder
score

Michael Andrews (CRD# 2903779) is an Investment Advisor Representative working at Usaa Financial Planning Services in Philadelphia, PA and has over 20 years of experience in the finance industry. Michael Andrews 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.

4
Rick A. Baray
CRD#: 5719813
230 Park Avenue 10th Floor, New York, NY 10169
96
Wealthminder
score

Rick Baray (CRD# 5719813) is an Investment Advisor Representative working at Usaa Financial Planning Services in New York, NY and has over 8 years of experience in the finance industry. Rick Baray 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.

5
Stephen M. Blanchette
CRD#: 2657872
10750 Robert F. Mcdermott Freeway, San Antonio, TX 78201
96
Wealthminder
score

Stephen Blanchette (CRD# 2657872) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 22 years of experience in the finance industry. Stephen Blanchette 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.

6
Erich C. Blohm
CRD#: 3254669
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Erich Blohm (CRD# 3254669) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 18 years of experience in the finance industry.

7
Laura S. Char
CRD#: 1537771
3050 Peachtree Road, Nw, Suite 150, Atlanta, GA 30305
96
Wealthminder
score

Laura Char (CRD# 1537771) is an Investment Advisor Representative working at Usaa Financial Planning Services in Atlanta, GA and has over 17 years of experience in the finance industry. Laura Char 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.

8
Robert E. Copeland
CRD#: 4694898
8065 Leesburg Pike, Suite 120, Vienna, VA 22182
96
Wealthminder
score

Robert Copeland (CRD# 4694898) is an Investment Advisor Representative working at Usaa Financial Planning Services in Vienna, VA and has over 5 years of experience in the finance industry. Robert Copeland 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.

9
Clinton P. Dosio
CRD#: 5329664
822 A1a Hwy N, Suite 310, Ponte Vedra Beach, FL 32082
96
Wealthminder
score

Clinton Dosio (CRD# 5329664) is an Investment Advisor Representative working at Usaa Financial Planning Services in Ponte Vedra Beach, FL and has over 9 years of experience in the finance industry. Clinton Dosio 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.

10
Heath C. Jackson
CRD#: 4677450
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Heath Jackson (CRD# 4677450) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 14 years of experience in the finance industry. Heath Jackson 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.