Daniel Fuentes
Daniel Fuentes is a CFP, ChFC-designated registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 40 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services CompanyBroker
USAA Investment Services Company
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Riverstone Wealth Management, INC.Broker
Riverstone Wealth Management
New England Securities Corporation
New England SecuritiesBroker
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
USAA Investment Management CompanyBroker
New England Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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