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Karen Henderson

Usaa Investment Services Co.

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About Karen Henderson

Karen Henderson is a financial advisor with over 6 years of experience. Karen has been registered with the USAA Investment Services Co. since January 2018. Prior to that, Karen worked with USAA Financial Advisors, Inc. in Colorado Springs. Karen is licensed to offer securities and investment advice in all 50 states, as well as Puerto Rico and the Virgin Islands. Karen specializes in providing financial planning and investment advice to individuals, including high-net-worth individuals.

Firm Information

Karen Henderson 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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Karen Henderson’s Registration & Firm History

TX

05/02/2024 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

CO

04/11/2017 - 06/22/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 03/30/2024

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Henderson.
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