WH
WH

William Harper

18 Years of Experience
Spring Branch, TX
Broker

William Harper is a registered investment advisor at USAA Investment Services Company, based in Spring Branch, TX, with 18 years of industry experience. William 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

Spring Branch, 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

William owns Redfish Rod Company, where he builds and repairs custom fishing rods. He dedicates a few hours per week to this business.

Employment History
Current Registrations
USAA Investment Services Company
July 2014 - Present · 11 yrs 10 mos
USAA Investment Services Company
July 2014 - Present · 11 yrs 10 mos
USAA Investment Services CompanyBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
August 2015 - July 2020 · 4 yrs 11 mos
Citigroup Global Markets INC.
February 2009 - July 2014 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
October 2007 - July 2014 · 6 yrs 9 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.
William Harper - Financial Advisor | TrueAdvisor