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James Taylor Hall

Usaa Investment Services Co.

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About James Taylor Hall

James Taylor Hall is an investment advisor representative at Usaa Investment Services Co. James has been working in the financial services industry since May 17, 2000. James is registered with the state of Arizona. James has a variety of experience, including working for Waddell & Reed, Inc. and Farmers Financial Solutions, LLC.

Firm Information

James Hall 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 Hall’s Registration & Firm History

AZ

12/15/2022 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

08/31/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

06/03/2003 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

KS

05/06/2002 - 03/26/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

CA

09/06/2000 - 02/14/2002

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

IL

12/22/1999 - 09/08/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

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Licenses & Designations

IA

Issued 10/20/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2013

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/03/2008

Series 24 - General Securities Principal Examination

BC

Issued 12/28/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/21/1999

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 Taylor Hall.
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