Bobi
Williams

Usaa Investment Services Company

CRD#4935572
Investment Advisor
in Plano, TX

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About this Advisor

Bobi Williams is a financial advisor based in Plano, Texas, working with Usaa Investment Services Company. Bobi has previously held positions at Usaa Investment Services Company, Usaa Life Insurance Company, Usaa Financial Planning Services, and Usaa Financial Advisors, Inc. Bobi has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Bobi is part of Usaa Investment Services Company, which operates out of Plano, Texas. 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

7300 Parkwood Blvd. Building A, 3Rd Floor
Plano, TX 75024

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Usaa Investment Services Company Brokerage Details

Total Number of Employees

154

TX Average: 49

Investment Advisory Services

  • Financial planning services
  • Other

Bobi Williams Work History

2020 - Present (4 years)

Usaa Life Insurance Company

2018 - Present (6 years)

Usaa Investment Services Company

2014 - 2020 (6 years)

Usaa Financial Planning Services

2014 - 2020 (6 years)

Usaa Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Bobi Williams 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
Vanessa Tavera
Plano, TX
Dhaval Desai
Tampa, FL
Regina Breque
San Antonio, TX
Amanda Reyes
San Antonio, TX
Bobi Williams
Plano, TX
Karen Henderson
San Antonio, 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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