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Brandon Lindsey Gann

Usaa Investment Services Co.

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About Brandon Lindsey Gann

Brandon Lindsey Gann is a financial advisor with over 19 years of experience in the industry. Brandon is currently registered with USAA Investment Services Co. in Texas. Brandon has a history of working with USAA Financial Advisors, Inc., USAA Investment Management Company, and Citigroup Global Markets Inc. Brandon holds several licenses including Series 4, 7, 24, 52, 53, and 63. Brandon specializes in providing financial planning and referrals to clients.

Firm Information

Brandon Gann 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 Gann’s Registration & Firm History

TX

11/16/2017 - Present

Usaa Investment Services Co. (Boerne TX)

TX

01/08/2009 - 07/10/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

01/08/2009 - 11/10/2016

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

10/07/2003 - 06/29/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

NY

08/23/2001 - 09/22/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/06/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2011

Series 4 - Registered Options Principal Examination

BC

Issued 12/02/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/27/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Lindsey Gann.
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