James Terrion is a CFP-designated registered investment advisor at USAA Investment Services Company, based in Plano, TX, with 31 years of industry experience. James 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
7300 Parkwood Blvd., Building A, 3rd Floor, Plano, TX, 75024
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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 →Employment History
Current Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Frost Investment Services
Frost Brokerage Services, INC.Broker
Fisher Investments
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Century Investment Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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.