Claude
Villarreal
Usaa Investment Services Company
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About this Advisor
Claude Villarreal is a financial advisor operating in San Antonio, Texas with 5 years of relevant experience. Villarreal is on the advisory team at Usaa Investment Services Company. Over the course of their career, Villarreal has held roles at Northeast Lakeview College, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Slipery Hoof Cattle LLC, Usaa Investment Services Company and Usaa Life Insurance Company. Villarreal has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Usaa Investment Services Company is a registered investment company that has its headquarters in San Antonio, TX. The company has offices in 11 locations and a total of 154 people on staff. Usaa Investment Services Company offers a few services, such as financial planning services and other services. Fees for financial management are based on which services the firm provides the client. However, fees billed by Usaa Investment Services Company typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usaa Investment Services Company Brokerage Details
154
Investment Advisory Services
- Financial planning services
- Other
Claude Villarreal Work History
Claude has been registered as a financial advisor for 5 years.*
Usaa Life Insurance Company
Usaa Investment Services Company
Slipery Hoof Cattle LLC
Northeast Lakeview College
Usaa Financial Advisors Inc
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 Claude Villarreal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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