Patrick
Salazar

Usaa Investment Services Company

CRD#6248890
Investment Advisor
in Phoenix, AZ

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About this Advisor

Patrick Salazar is a financial advisor based in Phoenix, Arizona, working with Usaa Investment Services Company. Patrick has previously held positions at Edward Jones, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Usaa Investment Services Company, and Usaa Life Insurance Company. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Patrick 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 66

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

Patrick Salazar Work History

2024 - Present (0 year)

Usaa Investment Services Company

2023 - Present (1 year)

Usaa Life Insurance Company

2022 - 2022 (< 1 year)

Usaa Life Insurance Company

2022 - 2022 (< 1 year)

Usaa Investment Services Company

2020 - 2022 (2 years)

Usaa Life Insurance Company

2018 - 2021 (3 years)

Usaa Investment Services Company

2016 - 2020 (4 years)

Usaa Financial Advisors Inc

2016 - 2020 (4 years)

Usaa Financial Planning Services

2013 - 2016 (3 years)

Edward Jones

Disclosures

Please visit the SEC profile of Patrick Salazar 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 Vera
San Antonio, TX
Mary Stork
San Antonio, TX
Regina Breque
San Antonio, TX
Amanda Reyes
San Antonio, TX
Bobi Williams
Plano, TX
Rodolfo Casias
San Antonio, TX
Alexander Greanias
Tampa, FL
David York
Phoenix, AZ

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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