Unclaimed Profile

Hollis Keith Winn

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.·SAN ANTONIO, Texas

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 1003441Firm CRD# 106352

Profile Verification

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

Identity

Hollis Keith Winn · SAN ANTONIO, TX

Registration

CRD #1003441 · USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Hollis Keith Winn is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

USAA FINANCIAL PLANNING SERVICES

AUM

—

Regulatory assets under management

Employees

9427

Total firm employees

View all advisors at USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. →

Services

Financial planning

Charitable organization or education services

Background

Compensation

Other: USAA FPS CURRENTLY DOES NOT CHARGE FOR ADVISORY SERVICES

Regulatory

SEC/IARD CRD# 1003441

Firm CRD# 106352

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Hollis Keith Winn offer?

Hollis Keith Winn specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Hollis Keith Winn's credentials?

Hollis Keith Winn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hollis Keith Winn located?

Hollis Keith Winn is based in SAN ANTONIO, Texas, working with USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Hollis Keith Winn charge for services?

Hollis Keith Winn's firm is compensated through other: usaa fps currently does not charge for advisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.?

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. has approximately 9427 employees. The firm is registered with the SEC as an investment adviser.

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