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Armando Castillo

Usaa Investment Services Co.

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About Armando Castillo

Armando Castillo is a financial advisor currently registered with USAA Investment Services Co. in San Antonio, TX. Armando has been in the securities industry since 2022, and previously worked at NYLIFE SECURITIES LLC. Armando holds a Series 66, Series 7TO, and SIE licenses.

Firm Information

Armando Castillo is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Referral fees pursuant to a referral agreement

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Armando Castillo’s Registration & Firm History

TX

09/20/2024 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

01/18/2022 - 03/09/2023

NYLIFE SECURITIES LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 05/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Armando Castillo.
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