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David Michael Parsons

Usaa Investment Services Co.

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About David Michael Parsons

David Parsons is a financial advisor with over 20 years of experience in the industry. David currently works for USAA Investment Services Co. and is registered to provide investment advice in Texas. Prior to joining USAA, David worked for a number of other firms including USAA Financial Advisors, Inc., Nationwide Investment Services Corporation, Morgan Stanley DW Inc., First Union Securities, Inc. and First Albany Corporation. David holds a variety of securities licenses including Series 7, Series 31, Series 63 and Series 65, and has earned the SIE designation. David is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

David Parsons 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 Parsons’s Registration & Firm History

AZ

01/08/2018 - Present

Usaa Investment Services Co. (Phoenix AZ)

TX

09/02/2008 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

NY

04/29/2003 - 08/07/2008

NATIONWIDE INVESTMENT SERVICES CORPORATION (TROY NY)

NY

02/21/2001 - 01/06/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MO

08/05/2000 - 03/01/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NY

03/22/2000 - 08/05/2000

FIRST ALBANY CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 03/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Michael Parsons.
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