Financial ADVSR advisor directory · SEC adviser records
Usaa Investment Services Company financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Usaa Investment Services Company office in Plano, A to Z.
The short answer
11 registered advisors work at Usaa Investment Services Company in Plano, out of 98 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.
Usaa Investment Services Company advisors in Plano, A to Z
Every Usaa Investment Services Company advisor →- Eunice K. ArmstrongAlso a broker rep
- Robert A. Bachalo Jr.Chartered Financial Consultant · Also a broker rep
- Felicia A. BelcherAlso a broker rep
- Jason W. DempseyCertified Financial Planner · Also a broker rep
- Travis P. DoyleAlso a broker rep
- Jonathan FowlerAlso a broker rep
- Errin GreeneAlso a broker rep
- Nelson L. KamimuraAlso a broker rep
- Anil KumarAlso a broker rep
- Jim D. Sandell Jr.Also a broker rep
- Michelle R. YoungCertified Financial Planner · Also 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 21Phoenix, AZ 14Colorado 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 Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27
Questions
How many financial advisors does Usaa Investment Services Company have in Plano?
11 investment adviser representatives are registered at Usaa Investment Services Company offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 98 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.
Is Usaa Investment Services Company one of the largest advisor employers in Plano?
Usaa Investment Services Company ranks number 25 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Usaa Investment Services Company advisor in Plano?
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.