Unclaimed Profile

Scott George Allison

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

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65CFPClean record21 years registeredUSAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2615365Firm CRD# 106352

Profile Verification

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

Identity

Scott George Allison · SAN ANTONIO, TX

Registration

CRD #2615365 · USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. · 21 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jun 2025 – present

OSAIC WEALTH, INC.

Jan 2024 – May 2024

SCOTTSDALE, AZ

WOODBURY FINANCIAL SERVICES, INC.

Mar 2022 – Jan 2024

CLEARWATER BEACH, FL

USAA INVESTMENT SERVICES COMPANY

Jan 2018 – Sep 2020

TAMPA, FL

USAA FINANCIAL PLANNING SERVICES

Jan 2009 – Jan 2018

Vienna, VA

USAA INVESTMENT MANAGEMENT COMPANY

Dec 2006 – Dec 2008

SAN ANTONIO, TX

FIDELITY PERSONAL TRUST COMPANY, FSB

Oct 2004 – Oct 2006

ATLANTA, GA

STRATEGIC ADVISERS, INC.

Oct 2004 – Oct 2006

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · October 7, 2004

Years registered · 21

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 FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

CRD 106352 · SEC 801-53347

Employees

9,427

Total firm employees

Services offered by USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

Per Form ADV

Financial planning

Charitable organization or education services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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Frequently Asked Questions

What services does Scott George Allison offer?

Scott George Allison specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Scott George Allison's credentials?

Scott George Allison holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott George Allison located?

Scott George Allison 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 Scott George Allison charge for services?

Scott George Allison'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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