EG
EG

Eric Gates

22 Years of Experience
San Antonio, TX
Broker

Eric Gates is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 22 years of industry experience. Eric 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 Company
September 2022 - Present · 3 yrs 8 mos
USAA Investment Services CompanyBroker
September 2022 - Present · 3 yrs 8 mos
USAA Investment Services Company
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
USAA Investment Services CompanyBroker
June 2020 - September 2020 · 3 mos
USAA Investment Services Company
January 2018 - September 2020 · 2 yrs 8 mos
USAA Financial Planning Services
January 2010 - January 2018 · 8 yrs
USAA Financial Advisors, INC.Broker
January 2010 - June 2020 · 10 yrs 5 mos
Raymond James Financial Services Advisors, INC
January 2009 - October 2009 · 9 mos
Raymond James Financial Services
June 2006 - January 2009 · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2001 - October 2009 · 8 yrs 7 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.