Steven
Nolan

Usaa Investment Services Company

CRD#2485824
Investment Advisor
in San Antonio, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Nolan is a financial advisor based in San Antonio, Texas, working with Usaa Investment Services Company. Steven has previously held positions at Usaa Investment Management Company, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Services Company, and Usaa Life Insurance Company. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Steven is part of Usaa Investment Services Company, which operates out of San Antonio, Texas. The firm has 13 offices and 154 employees. The firm serves high-net-worth clients and offers financial planning services and other services. The fee structure at Usaa Investment Services Company includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Other

Fee Structure

Others

Office Location

9800 Fredericksburg Road
San Antonio, TX 78288

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Usaa Investment Services Company Brokerage Details

Total Number of Employees

154

TX Average: 49

Investment Advisory Services

  • Financial planning services
  • Other

Steven Nolan Work History

2020 - Present (4 years)

Usaa Life Insurance Company

2018 - Present (6 years)

Usaa Investment Services Company

2008 - 2020 (12 years)

Usaa Financial Planning Services

2007 - 2020 (13 years)

Usaa Financial Advisors, Inc

2005 - 2015 (10 years)

Usaa Investment Management Company

Disclosures

Please visit the SEC profile of Steven Nolan 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
Amanda Reyes
San Antonio, TX
James Muir
San Antonio, TX
Oluseun Ekunwe
Plano, TX
James Vera
San Antonio, TX
Mary Stork
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started