BB
CFP
BB
CFP

Brian Brady

19 Years of Experience
San Antonio, TX
Broker

Brian Brady is a CFP-designated registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

Compensation
N/A
Firm Size
88 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9800 Fredericksburg Road, San Antonio, TX, 78288

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Previous Registrations
USAA Investment Services Company
January 2018 - March 2026 · 8 yrs 2 mos
USAA Financial Planning Services
April 2006 - January 2018 · 11 yrs 9 mos
Exams
No exam information available for this advisor.
Brian Brady - Financial Advisor | TrueAdvisor