AdFi
HR

Harley Ray Samuelson

Investment Adviser Representative at USAA Investment Services Company

Phoenix, AZCRD #5523441Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Harley Ray Samuelson is an investment adviser representative with USAA Investment Services Company in Phoenix, AZ, where they have been registered since 2024. They have worked in the securities industry since 2014 and were previously registered with Edward Jones. 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 99 (operations professional). They are registered to provide investment advice in Arizona.

Office

One Norterra Drive
Phoenix, AZ 85085

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona
Broker:
1 state or territory

Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/13/2014
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/10/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

USAA Investment Services CompanyCurrent
12/19/2024 – Phoenix, AZ
USAA Investment Services CompanyCurrent
12/17/2024 – Cave Creek, AZ
Edward Jones
6/18/2014 – 6/4/2024Tempe, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Eward Jones
    Apr 2008 – May 2024Tempe, AZ
  2. USAA Life Insurance Company
    Jun 2024 – no end date reportedPhoenix, AZ
  3. USAA Investment Services Company
    Oct 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

Financial Planning

Client types the firm serves

IndividualsHigh Net Worth

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 profile

Other advisors at USAA Investment Services Company

Showing 12 of 102 in the directory

View USAA Investment Services Company firm profile

Similar advisors in Phoenix, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Harley Ray Samuelson 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Harley Ray Samuelson (USAA Investment Services Company)