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Kare Elizabeth Hanks

Usaa Investment Services Co.

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About Kare Elizabeth Hanks

Kare Elizabeth Hanks is a financial advisor with over 25 years of experience in the industry. Kare is registered with the state of Arizona and is currently employed with USAA Investment Services Co., a firm with a strong reputation for providing investment guidance. Kare has a broad range of experience and expertise, including working with Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. in the past. Kare is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Kare Hanks 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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Kare Hanks’s Registration & Firm History

AZ

09/13/2016 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

08/09/2013 - 07/10/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

10/27/1997 - 07/16/2013

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 02/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2002

Series 24 - General Securities Principal Examination

BC

Issued 05/31/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/31/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2012

Series 3 - National Commodity Futures Examination

BC

Issued 10/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kare Elizabeth Hanks.
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