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Todd Fitzgerald McCool

Usaa Investment Services Co.

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About Todd Fitzgerald McCool

Todd Fitzgerald McCool is a financial advisor with a broad range of experience in the industry. Todd McCool has been active in the industry since 2001 and currently works for USAA Investment Services Co.. Todd McCool has held previous roles at USAA Financial Advisors, INC., USAA INVESTMENT MANAGEMENT COMPANY, MetLife Securities Inc. and Metropolitan Life Insurance Company. Todd McCool is registered with the state of Arizona, and holds a Series 6, 7, 24, 51, 63, and 65 license.

Firm Information

Todd McCool 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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Todd McCool’s Registration & Firm History

AZ

11/30/2022 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

09/21/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

06/03/2003 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

MA

12/13/2000 - 04/23/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/13/2000 - 04/23/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2019

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/16/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Fitzgerald McCool.
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