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Eric Neal Gates

Usaa Investment Services Co.

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About Eric Neal Gates

Eric Gates is a financial advisor registered with USAA Investment Services Co.. Eric is located in San Antonio, TX, and has been in the industry since 2003. Eric has passed the Series 7, Series 24, Series 31 and Series 66 exams. Eric is also registered with the state of Texas. Eric has previously worked at USAA Investment Services Company, USAA Financial Advisors, Inc., and Raymond James Financial Services, Inc.. The firm provides financial planning services to individuals and high-net-worth individuals.

Firm Information

Eric Gates 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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Eric Gates’s Registration & Firm History

TX

09/15/2022 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

06/08/2020 - 09/29/2020

USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)

TX

01/12/2010 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

WY

03/19/2001 - 10/14/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (JACKSON WY)

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Licenses & Designations

BOTH

Issued 05/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Neal Gates.
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