RB
RB

Regina Breque

18 Years of Experience
San Antonio, TX
Broker

Regina Breque is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 18 years of industry experience. Regina 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
June 2020 - Present · 5 yrs 11 mos
USAA Investment Services CompanyBroker
June 2020 - Present · 5 yrs 11 mos
USAA Investment Services Company
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
May 2014 - June 2020 · 6 yrs 1 mo
USAA Financial Planning Services
May 2014 - January 2018 · 3 yrs 8 mos
USAA Investment Management Company
November 2011 - May 2014 · 2 yrs 6 mos
USAA Investment Management CompanyBroker
November 2011 - May 2014 · 2 yrs 6 mos
USAA Financial Planning Services
March 2008 - November 2011 · 3 yrs 8 mos
USAA Financial Advisors, INC.Broker
December 2007 - November 2011 · 3 yrs 11 mos
USAA Investment Management CompanyBroker
November 2007 - December 2007 · 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.
Regina Breque - Financial Advisor | TrueAdvisor