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David Brent Stahl

Usaa Investment Services Co.

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About David Brent Stahl

David Stahl is a financial advisor with over 20 years of experience in the industry. David is currently registered with USAA Investment Services Co., a firm that offers a variety of financial products and services to individuals and families. Prior to joining USAA Investment Services Co., David was a financial advisor with USAA Financial Advisors, Inc. David is also a registered Investment Advisor and has a Series 66 license.

Firm Information

David Stahl 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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David Stahl’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

01/25/2006 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

NE

07/18/2005 - 01/19/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

MA

06/25/2003 - 07/18/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/25/2003 - 07/18/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2018

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/25/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Brent Stahl.
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