Courtney Dannielle Lewis-Williams
Investment Adviser Representative at USAA Investment Services Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Courtney Dannielle Lewis-Williams is an investment adviser representative with USAA Investment Services Company in Glendale, AZ, where they have been registered since 2024. They have worked in the securities industry since 2009 and have been registered with 8 firms, including Fidelity Personal and Workplace Advisors and TD Ameritrade, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Texas.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PENN Mutual LIFE Insurance CompanyMay 2016 – Nov 2018Horsham, PA
- Wealth Development Strategies Investment Advisory, IncJul 2016 – Nov 2018Houston, TX
- Hornor Townsend & KENT IncMay 2016 – Nov 2018Horsham, PA
- TD Ameritrade, IncNov 2018 – Jan 2021Omaha, NE
- TD Ameritrade Investment Management, LLCNov 2018 – Jan 2021Omaha, NE
- Fidelity InvestmentsFeb 2021 – Sep 2022Glendale, AZ
- CFP StudentOct 2022 – no end date reportedGlendale, AZ
- USAA LIFE Insurance CompanyJun 2024 – no end date reportedPhoenix, AZ
- USAA Investment Services CompanyJun 2024 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About USAA Investment Services Company
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 102
- Offices listed on AdvisorFinder:
- 6
- Main office:
- San Antonio, TX
- SEC file number:
- 801-126328
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at USAA Investment Services Company
Showing 12 of 102 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Courtney Dannielle Lewis-Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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