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Mary Elizabeth Medlin

Usaa Investment Services Co.

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About Mary Elizabeth Medlin

Mary Elizabeth Medlin is a registered representative of USAA Investment Services Co. in SAN ANTONIO, TX. Mary has been in the securities industry since July 5, 1997. Mary is also a real estate agent for Home Team of America and has been in that role since May 1, 2021. Mary's previous employers include USAA Financial Advisors, Inc., USAA Investment Management Company, and USAA Financial Planning Services.

Firm Information

Mary Medlin 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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Mary Medlin’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

09/06/2007 - 06/30/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

10/22/2004 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

01/02/2004 - 10/22/2004

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

03/03/2003 - 12/31/2003

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

02/03/1997 - 09/25/2002

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 02/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1999

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Elizabeth Medlin.
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