MS
CFP
MS
CFP

Mary Stork

25 Years of Experience
San Antonio, TX
Broker

Mary Stork is a CFP-designated registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 25 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
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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Other Business Activities

Mary serves as a board member for USAA Foundation, USAA Education Foundation, and Junior Achievement of South Texas, all non-profits focused on financial literacy and education. She also serves on the Advisory Board for Fayetteville State University Broadwell College of Business and Economics, providing input on curriculum and student development; each of these activities requires minimal time.

Employment History
Current Registrations
USAA Investment Services CompanyBroker
June 2020 - Present · 6 yrs 1 mo
USAA Investment Services Company
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
October 2015 - June 2020 · 4 yrs 8 mos
USAA Financial Planning Services
October 2015 - January 2018 · 2 yrs 3 mos
Schwab Private Client Investment Advisory, INC.
August 2014 - September 2015 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
August 2014 - September 2015 · 1 yr 1 mo
USAA Financial Planning Services
June 2006 - July 2014 · 8 yrs 1 mo
USAA Financial Advisors, INC.Broker
June 2006 - July 2014 · 8 yrs 1 mo
Edward JonesBroker
July 1998 - August 2004 · 6 yrs 1 mo
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.