Daniel
Fuentes

Usaa Investment Services Company

CRD#1088246
Investment Advisor
in Phoenix, AZ

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About this Advisor

Daniel Fuentes is a financial advisor based in Phoenix, Arizona, working with Usaa Investment Services Company. Daniel has previously held positions at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Services Company, and Usaa. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Daniel is part of Usaa Investment Services Company, which operates out of Phoenix, 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™, Chartered Financial Consultant

Services Offered

Financial planning services, Other

Fee Structure

Others

Office Location

One Norterra Drive
Phoenix, AZ 85085

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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

Daniel Fuentes Work History

2020 - Present (4 years)

Usaa

2018 - Present (6 years)

Usaa Investment Services Company

2009 - 2020 (11 years)

Usaa Financial Advisors, Inc

2009 - 2020 (11 years)

Usaa Financial Planning Services

Disclosures

Please visit the SEC profile of Daniel Fuentes 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

James Muir
San Antonio, TX
Oluseun Ekunwe
Plano, TX
James Vera
San Antonio, TX
Vanessa Tavera
Plano, TX
Amanda Reyes
San Antonio, TX
Regina Breque
San Antonio, TX
Mary Stork
San Antonio, TX
Alexander Greanias
Tampa, FL

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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