Unclaimed Profile

Brandon Dane Carter

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 99TOCFPClean record19 years registeredUSAA INVESTMENT SERVICES COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2939393Firm CRD# 5475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Dane Carter · SAN ANTONIO, TX

Registration

CRD #2939393 · USAA INVESTMENT SERVICES COMPANY · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

Jan 2018 – Feb 2026

SAN ANTONIO, TX

USAA FINANCIAL PLANNING SERVICES

Jun 2016 – Jan 2018

SAN ANTONIO, TX

USAA FINANCIAL PLANNING SERVICES

Jan 2009 – Jul 2014

PHOENIX, AZ

USAA INVESTMENT MANAGEMENT COMPANY

May 2007 – Dec 2008

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 99TO

Registration record

First registered · May 2, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USAA INVESTMENT SERVICES COMPANY

CRD 5475 · SEC 801-126328

Employees

154

Total firm employees

Services offered by USAA INVESTMENT SERVICES COMPANY

Per Form ADV

Financial planning

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at USAA INVESTMENT SERVICES COMPANY →

Introduction

Speak with Brandon Dane

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brandon Dane is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Browse SAN ANTONIO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brandon Dane Carter offer?

Brandon Dane Carter specializes in Financial Planning.

What are Brandon Dane Carter's credentials?

Brandon Dane Carter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brandon Dane Carter located?

Brandon Dane Carter is based in SAN ANTONIO, Texas, last registered with USAA INVESTMENT SERVICES COMPANY.

How does Brandon Dane Carter charge for services?

Brandon Dane Carter's firm is compensated through other: referral fees pursuant to a referral agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USAA INVESTMENT SERVICES COMPANY?

USAA INVESTMENT SERVICES COMPANY has approximately 154 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →