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Donald Keith Sloane

USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, Texas
Unclaimed Profile
9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 1187420Firm CRD# 5475
01

About

Donald Keith Sloane 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
View all advisors at USAA INVESTMENT SERVICES COMPANY →
Services
Financial planning
Other
04

Background

Compensation
Other: REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT
Regulatory
SEC/IARD CRD# 1187420
Firm CRD# 5475
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Keith Sloane offer?
Donald Keith Sloane specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Donald Keith Sloane's credentials?
Donald Keith Sloane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Keith Sloane located?
Donald Keith Sloane 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 Donald Keith Sloane charge for services?
Donald Keith Sloane'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.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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