Unclaimed Profile

Kevin Douglas Beall

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66ChFCClean record24 years registeredUSAA INVESTMENT SERVICES COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 4202452Firm CRD# 5475

Profile Verification

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

Identity

Kevin Douglas Beall · SAN ANTONIO, TX

Registration

CRD #4202452 · USAA INVESTMENT SERVICES COMPANY · 24 years registered

Brand Profile

Not yet started

Career History

USAA INVESTMENT SERVICES COMPANY

Jan 2018 – present

USAA FINANCIAL PLANNING SERVICES

Dec 2008 – Jan 2018

ADDISON, TX

USAA INVESTMENT MANAGEMENT COMPANY

Dec 2007 – Dec 2008

PHOENIX, AZ

USAA FINANCIAL PLANNING SERVICES

Oct 2004 – Nov 2007

PHOENIX, AZ

USAA INVESTMENT MANAGEMENT COMPANY

Jan 2002 – Oct 2003

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · January 11, 2002

Years registered · 24

Professional designation · ChFC

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

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Frequently Asked Questions

What services does Kevin Douglas Beall offer?

Kevin Douglas Beall specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Kevin Douglas Beall's credentials?

Kevin Douglas Beall holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Douglas Beall located?

Kevin Douglas Beall 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 Kevin Douglas Beall charge for services?

Kevin Douglas Beall'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.

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