Unclaimed Profile

Mary Elizabeth Stork

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas

SIE, Series 7, Series 24, Series 63, Series 99TOCFPClean record20 years registeredUSAA INVESTMENT SERVICES COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2960253Firm CRD# 5475

Profile Verification

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

Identity

Mary Elizabeth Stork · SAN ANTONIO, TX

Registration

CRD #2960253 · USAA INVESTMENT SERVICES COMPANY · 20 years registered

Brand Profile

Not yet started

Career History

USAA INVESTMENT SERVICES COMPANY

Jan 2018 – present

USAA FINANCIAL PLANNING SERVICES

Oct 2015 – Jan 2018

SAN ANTONIO, TX

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Aug 2014 – Sep 2015

LONE TREE, CO

USAA FINANCIAL PLANNING SERVICES

Jun 2006 – Jul 2014

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · June 16, 2006

Years registered · 20

Professional designation · CFP

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 Mary Elizabeth Stork offer?

Mary Elizabeth Stork specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Mary Elizabeth Stork's credentials?

Mary Elizabeth Stork holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mary Elizabeth Stork located?

Mary Elizabeth Stork 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 Mary Elizabeth Stork charge for services?

Mary Elizabeth Stork'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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