Claim Profile
JM

James Dyer Muir

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas
Unclaimed Profile
9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2801996Firm CRD# 5475
01

About

James Dyer Muir is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with USAA INVESTMENT SERVICES 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# 2801996
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 James Dyer Muir offer?
James Dyer Muir specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.
What are James Dyer Muir's credentials?
James Dyer Muir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dyer Muir located?
James Dyer Muir is based in SAN ANTONIO, Texas, working with USAA INVESTMENT SERVICES COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does James Dyer Muir charge for services?
James Dyer Muir'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 →
Browse by specialty