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CW
CFP
CW
CFP

Cheryl Louise Wilson

USAA Investment Services Company
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
USAA Investment Services Company
Compensation
N/A
Firm Size
88 advisors
Number of Clients
2,080 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

Cave Creek, AZ

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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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Employment History
Current Registrations
USAA Investment Services CompanyBroker
June 2022 - Present · 3 yrs 8 mos
USAA Investment Services Company
June 2022 - Present · 3 yrs 8 mos
USAA Investment Services Company
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Planning Services
March 2009 - January 2018 · 8 yrs 10 mos
USAA Financial Advisors, INC.Broker
February 2009 - June 2020 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - January 2009 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - January 2009 · 6 yrs 3 mos
Edward JonesBroker
April 1999 - September 2002 · 3 yrs 5 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.