Montana Tori Herron
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.
Montana Tori Herron is an investment adviser representative with USAA Investment Services Company in Tampa, FL, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Morgan Stanley. 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 6 (investment company and variable products). They are registered to provide investment advice in Florida 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:
- Florida, 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.
- Woodmen OF THE World LIFE Insurance SocietyJan 2020 – Nov 2020Omaha, NE
- Woodmen Financial Services, Inc.Jun 2020 – Nov 2020Omaha, NE
- Regions BANKSep 2018 – Dec 2019Tallahassee, FL
- THE UPS Store #2281Mar 2015 – Sep 2018Tallahassee, FL
- New York Life Insurance CompanyNov 2020 – Oct 2021Orlando, FL
- NYLife SecuritiesFeb 2021 – Oct 2021Orlando, FL
- USAA Investment Services CompanyJun 2022 – Dec 2023Tampa, FL
- USAA Life Insurance CompanyOct 2021 – Dec 2023Tampa, FL
- Morgan StanleyDec 2023 – Jun 2024Temple Terrace, FL
- USAA Investment Services CompanySep 2024 – no end date reportedTampa, FL
- USAA Life Insurance CompanySep 2024 – no end date reportedTampa, FL
- MBO PartnersJul 2024 – Sep 2024Tampa, FL
Official records & sources
Data as of June 26, 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
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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. Montana Tori Herron 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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