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David Wayne York

Usaa Investment Services Co.

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About David Wayne York

David York is a financial advisor with Usaa Investment Services Co.. David has been in the industry since 1992. David has a Series 63, Series 66, Series 7, Series 24, Series 26, Series 52TO, Series 53 and SIE license and holds a current registration with Texas. David was previously registered with USAA FINANCIAL ADVISORS, INC., USAA INVESTMENTS, USAA INVESTMENT MANAGEMENT COMPANY and COPELAND EQUITIES, INC..

Firm Information

David York 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 York’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (Plano TX)

TX

04/07/2014 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

08/30/2010 - 04/11/2014

USAA INVESTMENTS (SAN ANTONIO TX)

TX

09/21/2007 - 09/18/2013

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

02/26/1994 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

NJ

02/26/1990 - 03/19/1992

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

BOTH

Issued 05/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/26/2001

Series 24 - General Securities Principal Examination

BC

Issued 07/28/1999

Series 26 - Investment Company Products/Variable Contracts 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 11/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Wayne York.
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