VM
VM

Victor Mendez

27 Years of Experience
San Antonio, TX
Broker

Victor Mendez is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 27 years of industry experience. Victor 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

San Antonio, TX

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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

Victor works as a home health respite attendant for Legacy Home Health Agency, assisting his wife with the care of her mother. This takes about a third of his time.

Employment History
Current Registrations
USAA Investment Services CompanyBroker
June 2020 - Present · 5 yrs 11 mos
USAA Investment Services Company
June 2020 - Present · 5 yrs 11 mos
USAA Investment Services Company
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
USAA Financial Planning Services
November 2009 - January 2018 · 8 yrs 2 mos
USAA Investment Management Company
September 2008 - November 2009 · 1 yr 2 mos
USAA Financial Advisors, INC.Broker
September 2007 - June 2020 · 12 yrs 9 mos
USAA Investment Management CompanyBroker
July 1999 - December 2007 · 8 yrs 5 mos
Waddell & Reed, INC.Broker
November 1998 - June 1999 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.