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Christopher Chapa

Usaa Investment Services Co.

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About Christopher Chapa

Christopher Chapa is a financial advisor with USAA Investment Services Co. Christopher has been in the industry since August 18, 2003. Christopher has been registered with the firm since January 8, 2018. Prior to that, Christopher was a financial advisor with USAA FINANCIAL ADVISORS, INC. and USAA INVESTMENT MANAGEMENT COMPANY. Christopher holds Series 6, 7, 63, and 65 licenses. Christopher is also licensed in all 50 states and the District of Columbia.

Firm Information

Christopher Chapa 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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Christopher Chapa’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (San Antonio TX)

TX

05/11/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

08/11/2004 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TN

07/18/2003 - 07/09/2004

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

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Licenses & Designations

IA

Issued 03/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/17/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Chapa.
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