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Samuel Lee Dansby

Usaa Investment Services Co.

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About Samuel Lee Dansby

Samuel Dansby is a registered representative with USAA Investment Services Co. with more than 15 years of experience in the financial industry. Samuel Dansby has been with USAA Investment Services Co. since July 2021. Prior to joining USAA Investment Services Co., Samuel Dansby was employed by TD AMERITRADE, INC. Samuel Dansby has a Series 7, Series 63 and Series 66 licenses. Samuel Dansby is registered to provide advisory services in 53 states and District of Columbia.

Firm Information

Samuel Dansby 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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Samuel Dansby’s Registration & Firm History

TX

08/17/2021 - Present

Usaa Investment Services Co. (Plano TX)

TX

08/15/2006 - 04/20/2021

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 02/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Lee Dansby.
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