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Rodolfo Reyes Casias

Usaa Investment Services Co.

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About Rodolfo Reyes Casias

Rodolfo Reyes Casias is a financial advisor with USAA Investment Services Co. Rodolfo has over 10 years of experience in the financial industry. He is registered with FINRA and the state of Texas. Rodolfo specializes in financial planning. Prior to joining USAA Investment Services Co., Rodolfo was with USAA Financial Advisors, Inc. Rodolfo is committed to helping clients achieve their financial goals.

Firm Information

Rodolfo Casias 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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Rodolfo Casias’s Registration & Firm History

TX

02/20/2023 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

06/08/2020 - 12/31/2021

USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)

TX

04/22/2014 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

09/16/2011 - 11/06/2013

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 11/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rodolfo Reyes Casias.
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