Unclaimed Profile

Timothy David Williams

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# 1868866Firm CRD# 106352

Profile Verification

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

Identity

Timothy David Williams · SAN ANTONIO, TX

Registration

CRD #1868866 · 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

Timothy David Williams 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# 1868866

Firm CRD# 106352

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy David Williams offer?

Timothy David Williams specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Timothy David Williams's credentials?

Timothy David Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy David Williams located?

Timothy David Williams 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 Timothy David Williams charge for services?

Timothy David Williams'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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