Mary Medlin
Mary Medlin is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 28 years of industry experience. Mary 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
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
9800 Fredericksburg Road, San Antonio, TX, 78288
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Mary works as a real estate agent for Home Team of America since 2021, buying and selling homes for clients. This takes about 10-20% of Mary's time.
Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services Company
USAA Investment Services CompanyBroker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
State Registrations53 states
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