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BS
ChFC
BS
ChFC

Brandon Lee Slotness

USAA Investment Services Company
13 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

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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Employment History
Current Registrations
USAA Investment Services Company
October 2023 - Present · 2 yrs 4 mos
USAA Investment Services Company
October 2023 - Present · 2 yrs 4 mos
USAA Investment Services CompanyBroker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
July 2013 - July 2023 · 10 yrs
Edward JonesBroker
July 2013 - July 2023 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - July 2013 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - July 2013 · 5 mos
New England SecuritiesBroker
October 2012 - February 2013 · 4 mos
Metlife Investors Distribution CompanyBroker
July 2012 - February 2013 · 7 mos
Edward Jones
August 2011 - April 2012 · 8 mos
Edward JonesBroker
July 2011 - April 2012 · 9 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.