Raul
Santos

Usaa Investment Services Company

CRD#1631598
Investment Advisor
in Phoenix, AZ

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About this Advisor

Raul Santos is a financial advisor working in Phoenix, Arizona with 3 years of industry experience. Santos is an advisor for Usaa Investment Services Company. Over the course of their career, Santos has held roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Services Company, Usaa Life Insurance Company and Russell Santos. Santos has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Texas. Usaa Investment Services Company is an advisory business headquartered in San Antonio, TX. The firm has offices in 11 locations and a total of 154 employees. Usaa Investment Services Company offers a few services, including financial planning services and other services. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Usaa Investment Services Company typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

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

Raul Santos Work History

Raul has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Usaa Life Insurance Company

2018 - Present (6 years)

Usaa Investment Services Company

1997 - Present (27 years)

Russell Santos

2007 - 2020 (13 years)

Usaa Financial Advisors, Inc

2007 - 2020 (13 years)

Usaa Financial Planning Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Raul Santos 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

Jessica Magee
Phoenix, AZ
Lisa Hoffmann-Akompi
Colorado Springs, CO
John Milliron
Phoenix, AZ
Karen Coldwell
San Antonio, TX
Robert Bachalo
Plano, TX
Jerrell Jenkins
San Antonio, TX
Nancy Reagan
Phoenix, AZ
Eric Bremer
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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