Usaa Investment Services Company
Usaa Investment Services Company (CRD# 5475) is a financial advisory firm headquartered in San Antonio, TX. They serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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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
Oluseun Ekunwe (CRD# 5473750) is an Investment Advisor Representative working at Usaa Investment Services Company in Plano, TX and has over 15 years of experience in the finance industry.
Blanca Etugbo (CRD# 2858085) is an Investment Advisor Representative working at Usaa Investment Services Company in Phoenix, AZ and has over 26 years of experience in the finance industry.
Dale Folsom (CRD# 5592589) is an Investment Advisor Representative working at Usaa Investment Services Company in Tampa, FL and has over 14 years of experience in the finance industry.
Daniel Fuentes (CRD# 1088246) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 36 years of experience in the finance industry. Daniel Fuentes 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.
Fred Funchess (CRD# 5792363) is an Investment Advisor Representative working at Usaa Investment Services Company in Plano, TX and has over 13 years of experience in the finance industry.
Brandon Gann (CRD# 4421730) is an Investment Advisor Representative working at Usaa Investment Services Company in Boerne, TX and has over 22 years of experience in the finance industry.
James Hall (CRD# 4071132) is an Investment Advisor Representative working at Usaa Investment Services Company in Phoenix, AZ and has over 23 years of experience in the finance industry.
William Harper (CRD# 5400467) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 15 years of experience in the finance industry.
Lisa Hoffmann-Akompi (CRD# 6379478) 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.
Patrick Ibarra (CRD# 5905039) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 11 years of experience in the finance industry.