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James Dyer Muir

Usaa Investment Services Co.

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About James Dyer Muir

James Dyer Muir is an investment advisor representative with USAA Investment Services Co.. James has been in the securities industry since 1997. He holds the Series 6, 7, 14, 24, 63, and 66 securities licenses. James is registered with FINRA and the state of Texas. He is also a FINRA Arbitrator. James has been with USAA Investment Services Co. since 2014 and has experience in financial planning. James provides investment advisory services to individuals and high-net-worth individuals.

Firm Information

James Muir 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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James Muir’s Registration & Firm History

TX

08/18/2017 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

11/07/2017 - 08/31/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

NY

01/11/2000 - 04/01/2014

MBSC SECURITIES CORPORATION (NEW YORK NY)

NY

05/17/2002 - 07/13/2007

MBSC, LLC (NEW YORK NY)

NJ

11/20/1996 - 01/12/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 08/04/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/24/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Dyer Muir.
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