IB
IB

Ida Benfanti

25 Years of Experience
San Antonio, TX
Broker

Ida Benfanti is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 25 years of industry experience. Ida 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
December 2016 - Present · 9 yrs 5 mos
USAA Investment Services Company
January 2012 - Present · 14 yrs 4 mos
USAA Investment Services CompanyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
USAA Financial Planning Services
August 2015 - December 2016 · 1 yr 4 mos
USAA Financial Advisors, INC.Broker
June 2015 - June 2020 · 5 yrs
USAA Investment Management Company
March 2008 - August 2015 · 7 yrs 5 mos
USAA Financial Advisors, INC.Broker
September 2007 - January 2012 · 4 yrs 4 mos
USAA Investment Management CompanyBroker
October 2005 - December 2007 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
October 2000 - September 2005 · 4 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.