Claim Profile
CC

Charles Kevin Craft

USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, Texas
Unclaimed Profile
9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 5316937Firm CRD# 5475
01

About

Charles Kevin Craft is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with USAA INVESTMENT MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT SERVICES COMPANY
AUM
Regulatory assets under management
Employees
154
Total firm employees
Services
Financial planning
Other
04

Background

Compensation
Other: REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT
Regulatory
SEC/IARD CRD# 5316937
Firm CRD# 5475
1 disclosure on file
View on FINRA BrokerCheck →

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.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Kevin Craft offer?
Charles Kevin Craft specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Charles Kevin Craft's credentials?
Charles Kevin Craft is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Kevin Craft located?
Charles Kevin Craft is based in SAN ANTONIO, Texas, working with USAA INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Charles Kevin Craft charge for services?
Charles Kevin Craft'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 MANAGEMENT COMPANY?
USAA INVESTMENT MANAGEMENT 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 →
Browse by specialty