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William Lee Harper

Usaa Investment Services Co.

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About William Lee Harper

William Lee Harper is a financial advisor in San Antonio, TX. He is currently registered with USAa Investment Services Co. and has been in the industry since 2007. William has experience with both investment advisory and brokerage services. He holds Series 7, 9, 10, 63, and 66 licenses as well as SIE Certification. William also works as the owner of Redfish Rod Company where he builds and repairs custom fishing rods. He has been with USAa Investment Services Co. since 2014.

Firm Information

William Harper 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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William Harper’s Registration & Firm History

TX

07/17/2014 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

08/20/2015 - 07/10/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

10/16/2007 - 07/16/2014

CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 02/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/29/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Lee Harper.
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