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Elysabeth Dawn Sohl

Usaa Investment Services Co.

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About Elysabeth Dawn Sohl

Elysabeth Sohl is a financial advisor with over eight years of experience in the industry. Elysabeth is currently registered with USAA Investment Services Co. as a Series 7, Series 24, Series 66, Series 99 and SIE licensed representative. Previously, Elysabeth has worked with several other firms including Independent Financial Group, LLC, CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Charles Schwab & Co., Inc., and LPL Financial LLC. Elysabeth's focus includes providing financial planning services and refers clients to other advisors.

Firm Information

Elysabeth Sohl 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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Elysabeth Sohl’s Registration & Firm History

TX

10/10/2023 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

CA

05/02/2018 - 09/28/2020

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

CA

01/14/2014 - 04/30/2018

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

CA

07/31/2015 - 11/11/2016

SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)

CA

11/30/2012 - 12/23/2013

CHARLES SCHWAB & CO., INC. (SAN DIEGO CA)

SC

08/16/2012 - 11/21/2012

LPL FINANCIAL LLC (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 06/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/22/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elysabeth Dawn Sohl.
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