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Courtney Dannielle Lewis-williams

Usaa Investment Services Co.

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About Courtney Dannielle Lewis-williams

Courtney Lewis-Williams is an investment advisor representative at USAA Investment Services Co. based in Phoenix, Arizona. Courtney has been in the financial services industry since 2007 and has experience with a variety of firms including Fidelity Brokerage Services LLC, TD Ameritrade, Inc., and Hornor, Townsend & Kent, Inc. Courtney is registered to provide investment advice in Arizona, Texas, and all other states except for New York. Courtney is committed to providing high-quality investment advice to individuals and families.

Firm Information

Courtney Lewis-williams 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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Courtney Lewis-williams’s Registration & Firm History

AZ

08/07/2024 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

02/12/2021 - 10/20/2022

FIDELITY BROKERAGE SERVICES LLC (PEORIA AZ)

AL

12/04/2018 - 01/11/2021

TD AMERITRADE, INC. (BIRMINGHAM AL)

TX

05/09/2016 - 11/27/2018

HORNOR, TOWNSEND & KENT, INC. (HOUSTON TX)

TX

01/02/2015 - 05/11/2016

METLIFE SECURITIES INC. (HOUSTON TX)

TX

08/02/2010 - 01/02/2015

NEW ENGLAND SECURITIES (HOUSTON TX)

TX

11/06/2009 - 06/09/2010

WELLS FARGO SECURITIES, LLC (HOUSTON TX)

TX

01/24/2007 - 11/06/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 05/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Dannielle Lewis-williams.
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