Courtney Lewis-Williams
Courtney Lewis-Williams is a ChFC-designated registered investment advisor at USAA Investment Services Company, based in Glendale, AZ, with 17 years of industry experience. Courtney 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
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Glendale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Courtney works as a Notary Signing Agent (NSA) since 2021, spending about 10-20% of her time delivering and overseeing the signing of loan documents. Courtney also works as a PSE Mail Processing Clerk for USPS since 2024, spending about 10-20% of her time sorting and handling mail.
Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services CompanyBroker
USAA Investment Services Company
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Wells Fargo Securities, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations53 states
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