AdFi
UI

USAA Investment Services Company

SEC Registered
San Antonio, TXgoogle.com210-456-4218
Assets Under Management
Not disclosed
Office Locations
6 offices
Total Accounts
—

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Usaa Investment Corporation (parent Co.)
SHAREHOLDER
Usaa Capital Corporation
SHAREHOLDER
United Services Automobile Association
SHAREHOLDER
William Sweeney White
PRESIDENT, VICE-CHAIRMAN, DIRECTOR
James Dyer Muir
CHIEF COMPLIANCE OFFICER
Aubrey Lawrence Jr Bordovsky
ASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER
Kevin Douglas Beall
ASSISTANT VICE PRESIDENT, DIRECTOR
Mary Elizabeth Stork
DIRECTOR, SENIOR VICE PRESIDENT
Karen Elizabeth Hanks
DIRECTOR, VICE PRESIDENT
Brandon Dane Carter
DIRECTOR, CHAIRMAN OF THE BOARD
Frank Cias
CHIEF LEGAL OFFICER

Office locations

6 offices in 4 states
TX
San AntonioHQ
AZ
Phoenix
FL
Tampa
CO
Colorado Springs
TX
Plano
FL
Tampa

Advisors at this firm

Showing 100 of 102

Daniel Fuentes
Investment Adviser Representative
Dual-registered
Joseph Donald Ochoa
Investment Adviser Representative
Dual-registered
Brett Steffan Kalbfleisch
Investment Adviser Representative
Dual-registered
David Wayne York
Investment Adviser Representative
Dual-registered
Mary Elizabeth Medlin
Investment Adviser Representative
Dual-registered
Lori Anne Mondello
Investment Adviser Representative
Dual-registered
James Patrick Terrion
Investment Adviser Representative
Dual-registered
Steven James Nolan
Investment Adviser Representative
Dual-registered
Marcus Laguardia
Investment Adviser Representative
Dual-registered
Aubrey Lawrence Bordovsky Jr
Investment Adviser Representative
Dual-registered
Christopher Chapa
Investment Adviser Representative
Dual-registered
James Dyer Muir
Financial Professional
Macdonald Chukumah Etugbo
Investment Adviser Representative
Dual-registered
Scott William Rhiger
Investment Adviser Representative
Dual-registered
Mary Elizabeth Stork
Investment Adviser Representative
Dual-registered
Victor Antonio Mendez
Investment Adviser Representative
Dual-registered
Antonio Medrano III
Investment Adviser Representative
Dual-registered
Cheryl Louise Wilson
Investment Adviser Representative
Dual-registered
Rodney Knappick
Investment Adviser Representative
Dual-registered
David Michael Parsons
Investment Adviser Representative
Dual-registered
Eric Neal Gates Jr
Investment Adviser Representative
Dual-registered
Kevin Douglas Beall
Investment Adviser Representative
Dual-registered
Randol George Wilke
Investment Adviser Representative
Dual-registered
Ida Kathryn Benfanti
Investment Adviser Representative
Dual-registered
Todd Fitzgerald McCool
Investment Adviser Representative
Dual-registered
Travis Patrick Doyle
Investment Adviser Representative
Dual-registered
Carl Thomas Ohlenbusch
Investment Adviser Representative
Dual-registered
Gregory Alan Jenschke
Investment Adviser Representative
Dual-registered
Brandon Lindsey Gann
Investment Adviser Representative
Dual-registered
Marisol Sanchez
Investment Adviser Representative
Dual-registered
Jason Wayne Dempsey
Investment Adviser Representative
Dual-registered
Catherine Anne Lopez
Investment Adviser Representative
Dual-registered
Randy Reynol Jaso
Investment Adviser Representative
Dual-registered
Courtney Dannielle Lewis-Williams
Investment Adviser Representative
Dual-registered
David Brent Stahl
Investment Adviser Representative
Dual-registered
Jorge E Crespin
Investment Adviser Representative
Dual-registered
Christine Syrena Castillo
Investment Adviser Representative
Dual-registered
Jeffrey Thomas Wurn
Investment Adviser Representative
Dual-registered
Timothy Arthur Kiesow
Investment Adviser Representative
Dual-registered
Nancy Lynne Reagan
Investment Adviser Representative
Dual-registered
Bobi Renee Williams
Investment Adviser Representative
Dual-registered
Nicholas James Brown
Investment Adviser Representative
Dual-registered
Christopher Andrew Stokes
Investment Adviser Representative
Dual-registered
Eunice Kim Armstrong
Investment Adviser Representative
Dual-registered
Dhaval N Desai
Investment Adviser Representative
Dual-registered
John F. Durham
Investment Adviser Representative
Dual-registered
Jonathan Alexander Holmes
Investment Adviser Representative
Dual-registered
John Ross Ballantyne
Investment Adviser Representative
Dual-registered
Regina Caldwell Breque
Investment Adviser Representative
Dual-registered
William Lee Harper
Investment Adviser Representative
Dual-registered
Tanya Lynn Holmesley
Investment Adviser Representative
Dual-registered
Benito Revilla Jr
Investment Adviser Representative
Dual-registered
Terry E Byrum
Investment Adviser Representative
Dual-registered
Whitney Jay Moldenhauer
Investment Adviser Representative
Dual-registered
Mark Randall Shoultz
Investment Adviser Representative
Dual-registered
Oluseun Osarenren Ekunwe
Investment Adviser Representative
Dual-registered
Jim D Sandell Jr.
Investment Adviser Representative
Dual-registered
Harley Ray Samuelson
Investment Adviser Representative
Dual-registered
Tara English Steinberg
Investment Adviser Representative
Dual-registered
Zulema Romo
Investment Adviser Representative
Dual-registered
Malia Tracy Tanaka
Investment Adviser Representative
Dual-registered
Brian John Deja
Investment Adviser Representative
Dual-registered
Benjamin Pierce Teague
Investment Adviser Representative
Dual-registered
Nelson Lew Kamimura
Investment Adviser Representative
Dual-registered
Russell Wells
Investment Adviser Representative
Dual-registered
Matthew Scott Anderson
Investment Adviser Representative
Dual-registered
Juan Guadalupe Cerda Jr
Investment Adviser Representative
Dual-registered
Patrick Ibarra
Investment Adviser Representative
Dual-registered
Brandon Lee Slotness
Investment Adviser Representative
Dual-registered
James Scott Laughlin
Investment Adviser Representative
Dual-registered
Erik Ramnauth
Investment Adviser Representative
Dual-registered
Marius V Mada
Investment Adviser Representative
Dual-registered
Kevin Robert Demers
Investment Adviser Representative
Dual-registered
Michael Evan Farmer
Investment Adviser Representative
Dual-registered
Mark James Rogers
Investment Adviser Representative
Dual-registered
Eric J Leal
Investment Adviser Representative
Dual-registered
Charles E Levinus III
Investment Adviser Representative
Dual-registered
April Jean Semones
Investment Adviser Representative
Dual-registered
Michael Christian Fritzsche
Investment Adviser Representative
Dual-registered
Matthew Michael Barnett
Investment Adviser Representative
Dual-registered
George Allen Wheelock
Investment Adviser Representative
Dual-registered
Paxton Wood
Investment Adviser Representative
Dual-registered
Lisa M Hoffmann-Akompi
Investment Adviser Representative
Dual-registered
Jerrell Temujin Jenkins
Investment Adviser Representative
Dual-registered
Leonardo Mateus Murcia
Investment Adviser Representative
Dual-registered
Sabiha Gamze Karakus
Investment Adviser Representative
Dual-registered
Eric Ryan Bremer
Investment Adviser Representative
Dual-registered
Frederick Stauffer Platt
Investment Adviser Representative
Dual-registered
Maraud Jamal Pemberton
Investment Adviser Representative
Dual-registered
Anthony M Garcia
Investment Adviser Representative
Dual-registered
Karen Henderson
Investment Adviser Representative
Dual-registered
Felicia Annette Belcher
Investment Adviser Representative
Dual-registered
Rebecca Teresa Chazen
Investment Adviser Representative
Investment Adviser Representative
Montana Tori Herron
Investment Adviser Representative
Dual-registered
Kenneth Maynard Remsen
Investment Adviser Representative
Dual-registered
Jay Klavene
Investment Adviser Representative
Dual-registered
Philippe Holliday Thomas
Investment Adviser Representative
Dual-registered
Mariana Ramirez Becerra
Investment Adviser Representative
Dual-registered
William Florentino Saccone Rodriguez
Investment Adviser Representative
Dual-registered
Brian Arturo Dominguez
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#5475
SEC Number
801-126328
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: Other

Data as of September 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. USAA Investment Services Company 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 the SEC or FINRA websites before making any decision.

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.

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USAA Investment Services Company in San Antonio, TX