JM
JM

James Muir

29 Years of Experience
San Antonio, TX
Broker

James Muir is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 29 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
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.

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Other Business Activities

James serves in the Judge Advocate General's Corps for the U.S. Army Reserve, dedicating about 10-20% of his time. He also works as a FINRA arbitrator, spending minimal time on this activity, and owns two rental condominiums in Maine, requiring minimal time.

Employment History
Current Registrations
USAA Investment Services Company
June 2014 - Present · 11 yrs 11 mos
USAA Investment Services CompanyBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
November 2017 - August 2020 · 2 yrs 9 mos
Mbsc Securities Corporation
January 2007 - April 2014 · 7 yrs 3 mos
Mbsc, LLCBroker
May 2002 - July 2007 · 5 yrs 2 mos
Mbsc Securities CorporationBroker
January 2000 - April 2014 · 14 yrs 3 mos
Pruco Securities CorporationBroker
November 1996 - January 2000 · 3 yrs 2 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.
James Muir - Financial Advisor | TrueAdvisor