firm profile
USAA Investment Services Company
Overview
USAA Investment Services Company is a Broker Dealer and registered investment adviser based in San Antonio, TX, registered since 1988. Its 190 registered representatives work across 6 branch offices in 4 states.
- Employees
- 176
- Registered reps
- 190
- Branch offices
- 6
- Registered since
- 1988
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees
- Products and services
Executive officers 3 of 11
- Brent Scott Beardsley President CRD 6704940
- Jennifer Margret Flores Financial and Operations Principal, Principal Financial Officer, Financial Operations Principal CRD 4175069
- Madeline Ivette Perez-rossello Assistant Vice President, Principal Operations Officer CRD 4033239
8 more executive officers, with direct contact details
Registered reps 3 of 190
- Stacey Lynn Ackerland Insurance Agent · Registered Rep CRD 4935882
- William Brent Amstead Registered Rep CRD 4721863
- Kyle Morgan Anderson Registered Rep CRD 5554746
187 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 9800 Fredericksburg Rd
San Antonio, TX 78288 - County
- Bexar
- Metro area
- San Antonio-New Braunfels, TX
- Region
- South
- Branch offices
- 6 in 4 states, including Tampa, FL, Colorado Springs, CO and Phoenix, AZ
Registrations
- SEC registered, corporation formed in Delaware
- Registered in 53 jurisdictions
- Website: usaa.com
Every state, with registration dates
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