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CL
CL

Charles E Levinus

USAA Investment Services Company
12 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

9527 Delaney Creek Blvd., Tampa, FL, 33619

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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
April 2021 - Present · 4 yrs 10 mos
USAA Investment Services CompanyBroker
June 2020 - Present · 5 yrs 8 mos
USAA Investment Services Company
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Planning Services
September 2014 - January 2018 · 3 yrs 4 mos
USAA Financial Advisors, INC.Broker
July 2013 - June 2020 · 6 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.