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Antonio Medrano

26 Years of Experience
Broker

Antonio Medrano is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 26 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

Compensation
N/A
Firm Size
88 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9800 Fredericksburg Road, San Antonio, TX, 78288

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Antonio works as a driver for both Uber and Lyft ride-sharing services since 2017, dedicating a few hours per week to each. These activities are not investment-related.

Employment History
Current Registrations
USAA Investment Services CompanyBroker
June 2020 - Present · 5 yrs 10 mos
USAA Investment Services Company
June 2020 - Present · 5 yrs 10 mos
USAA Investment Services Company
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
USAA Financial Planning Services
January 2014 - January 2018 · 4 yrs
USAA Financial Advisors, INC.Broker
October 2013 - June 2020 · 6 yrs 8 mos
Citigroup Global Markets INC.
May 2007 - July 2013 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2013 · 6 yrs 2 mos
Citicorp Investment Services
January 2004 - May 2007 · 3 yrs 4 mos
Citicorp Investment ServicesBroker
January 1999 - May 2007 · 8 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Antonio Medrano - Financial Advisor | TrueAdvisor