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Steven Nolan

27 Years of Experience
San Antonio, TX
Broker

Steven Nolan is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 27 years of industry experience. Steven 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
Current Registrations
USAA Investment Services CompanyBroker
June 2020 - Present · 6 yrs 1 mo
USAA Investment Services Company
June 2020 - Present · 6 yrs 1 mo
USAA Investment Services Company
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
USAA Financial Planning Services
August 2008 - January 2018 · 9 yrs 5 mos
USAA Financial Advisors, INC.Broker
September 2007 - June 2020 · 12 yrs 9 mos
USAA Investment Management Company
May 2006 - December 2008 · 2 yrs 7 mos
USAA Investment Management CompanyBroker
February 2005 - December 2007 · 2 yrs 10 mos
Farmers Financial Solutions, LLCBroker
June 2004 - January 2005 · 7 mos
American Funds Distributors, INC.Broker
October 1998 - February 2004 · 5 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Steven Nolan - Financial Advisor | TrueAdvisor