Usaa Investment Services Company
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 5475
- Registered since
- August 3, 2022
- Website
- www.usaa.com
- Fee structure
- Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Usaa Investment Services Company is a broker-dealer that provides brokerage and financial planning services to individual and family clients. The firm is classified as an insurance broker-dealer and reports industry affiliations with banking/thrift and insurance companies. It is registered with the SEC (registered in 2022) and operates as a multi-state adviser. The firm does not identify as an active ESG investor and does not serve as a capital allocator. Its stated fee structure is listed as "other."
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Marcus LaGuardia
Chief Strategy OfficerCRD 2639940
William White
InstructorCRD 4843743
Paul Tava
Chief Compliance OfficerCRD 6888757
Contacts
3 of 193Jason Lavelle
Registered RepresentativeCRD 5734049
Elysabeth Sohl
Registered RepresentativeCRD 5754401
Zulema Romo
Registered RepresentativeCRD 5765276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 9800 W Interstate 10
- Time zone
- CT (UTC-6)
- Office locations
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