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Bobi Renee Williams

USAA Investment Services Company
20 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

Prosper, TX

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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 Company
June 2020 - Present · 5 yrs 8 mos
USAA Investment Services CompanyBroker
June 2020 - Present · 5 yrs 8 mos
USAA Investment Services Company
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
USAA Financial Advisors, INC.Broker
April 2014 - June 2020 · 6 yrs 2 mos
USAA Financial Planning Services
April 2014 - January 2018 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
September 2011 - March 2014 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
September 2011 - March 2014 · 2 yrs 6 mos
Morgan Stanley Smith BarneyBroker
October 2010 - October 2011 · 1 yr
Morgan Stanley Smith Barney LLC
October 2010 - October 2011 · 1 yr
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.