Cheryl
Wilson

Usaa Investment Services Company

CRD#3188178
Investment Advisor
in Cave Creek, AZ

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About this Advisor

Cheryl Wilson is a financial advisor based in Cave Creek, Arizona, working with Usaa Investment Services Company. Cheryl has previously held positions at Usaa Investment Management Company, Usaa Investment Services Company, Usaa Life Insurance Company, Usaa Financial Planning Services, and Usaa Financial Advisors Inc. Cheryl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Cheryl is part of Usaa Investment Services Company, which operates out of Cave Creek, Arizona. The firm has 13 offices and 154 employees. The firm serves high-net-worth clients and offers services including financial planning services and other services. The fee structure at Usaa Investment Services Company includes other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Other

Fee Structure

Others

Office Location

Cave Creek, AZ

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Usaa Investment Services Company Brokerage Details

Total Number of Employees

154

AZ Average: 49

Investment Advisory Services

  • Financial planning services
  • Other

Cheryl Wilson Work History

2022 - Present (2 years)

Usaa Investment Services Company

2019 - Present (5 years)

Usaa Life Insurance Company

2018 - 2020 (2 years)

Usaa Investment Management Company

2009 - 2019 (10 years)

Usaa Financial Planning Services

2009 - 2020 (11 years)

Usaa Financial Advisors Inc

Disclosures

Please visit the SEC profile of Cheryl Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usaa Investment Services Company

Rodolfo Casias
San Antonio, TX
Alexander Greanias
Tampa, FL
Dhaval Desai
Tampa, FL
James Vera
San Antonio, TX
Bobi Williams
Plano, TX
Mary Stork
San Antonio, TX
David York
Phoenix, AZ
Oluseun Ekunwe
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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