Financial ADVSR advisor directory · SEC adviser records
Usaa Investment Services Company financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a Usaa Investment Services Company office in Phoenix, A to Z.
The short answer
14 registered advisors work at Usaa Investment Services Company in Phoenix, out of 98 at the firm nationwide; it ranks number 28 in the city by advisors. 2 list the CFP designation and 14 are also registered broker representatives.
Usaa Investment Services Company advisors in Phoenix, A to Z
Every Usaa Investment Services Company advisor →- Matthew S. AndersonAlso a broker rep
- Juan G. Cerda Jr.Also a broker rep
- Oluseun O. EkunweAlso a broker rep
- Anthony M. GarciaAlso a broker rep
- Tanya L. HolmesleyCertified Financial Planner · Also a broker rep
- Timothy A. KiesowCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jay KlaveneAlso a broker rep
- Catherine A. LopezAlso a broker rep
- Nancy L. ReaganAlso a broker rep
- Mark J. RogersAlso a broker rep
- Harley R. SamuelsonAlso a broker rep
- Mark R. ShoultzAlso a broker rep
- Brandon L. SlotnessChartered Financial Consultant · Also a broker rep
- Christopher A. StokesAlso a broker rep
Usaa Investment Services Company advisors in every city and state →Usaa Investment Services Company: assets, clients and custodians →Advisor Moves: who changed firms this week →
Usaa Investment Services Company advisors in other cities
San Antonio, TX 38Tampa, FL 21Plano, TX 11Colorado Springs, CO 4Palmetto, FL 2Anna, TX 1Charlotte, NC 1Comfort, TX 1Frisco, TX 1Glendale, AZ 1Kennedale, TX 1New Braunfels, TX 1Peoria, AZ 1
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does Usaa Investment Services Company have in Phoenix?
14 investment adviser representatives are registered at Usaa Investment Services Company offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 98 nationwide. 2 list the CFP designation and 14 are also registered as broker representatives.
Is Usaa Investment Services Company one of the largest advisor employers in Phoenix?
Usaa Investment Services Company ranks number 28 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a Usaa Investment Services Company advisor in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Usaa Investment Services Company office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.