Unclaimed Profile

William Sweeney White

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas

USAA INVESTMENT SERVICES COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 4843743Firm CRD# 5475

Profile Verification

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

Identity

William Sweeney White · SAN ANTONIO, TX

Registration

CRD #4843743 · USAA INVESTMENT SERVICES COMPANY

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

William Sweeney White 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.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

USAA INVESTMENT SERVICES COMPANY

AUM

—

Regulatory assets under management

Employees

154

Total firm employees

View all advisors at USAA INVESTMENT SERVICES COMPANY →

Services

Financial planning

Other

Background

Compensation

Other: REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT

Regulatory

SEC/IARD CRD# 4843743

Firm CRD# 5475

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Sweeney White offer?

William Sweeney White specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are William Sweeney White's credentials?

William Sweeney White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Sweeney White located?

William Sweeney White 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 William Sweeney White charge for services?

William Sweeney White'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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