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Brandon Lee Slotness

Usaa Investment Services Co.

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About Brandon Lee Slotness

Brandon Slotness is an Investment Advisor Representative with USAA Investment Services Co. Brandon has been a registered representative since 2011 and has experience in the financial services industry since 2012. Brandon has also held prior roles at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated and New England Securities. Brandon is registered to provide investment advice in Arizona. Brandon has completed the Series 66, Series 7, Series 99TO and SIE exams. Brandon is a Chartered Financial Consultant.

Firm Information

Brandon Slotness 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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Brandon Slotness’s Registration & Firm History

TX

10/20/2023 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

AZ

07/11/2013 - 07/18/2023

EDWARD JONES (TEMPE AZ)

AZ

02/28/2013 - 07/09/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

IA

10/30/2012 - 02/12/2013

NEW ENGLAND SECURITIES (WEST DES MOINES IA)

IA

07/17/2012 - 02/12/2013

METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)

IA

07/15/2011 - 04/03/2012

EDWARD JONES (MASON CITY IA)

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Licenses & Designations

BOTH

Issued 07/31/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Lee Slotness.
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