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Harley Samuelson

11 Years of Experience
Cave Creek, AZ
Broker

Harley Samuelson is a registered investment advisor at USAA Investment Services Company, based in Cave Creek, AZ, with 11 years of industry experience. Harley 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

Cave Creek, AZ

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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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Other Business Activities

Harley is the CFO of Harris Hawk Foundation Inc, which produces children's books. He dedicates minimal time to this role, assisting with pricing, distribution, and small accounting tasks.

Employment History
Current Registrations
USAA Investment Services Company
December 2024 - Present · 1 yr 5 mos
USAA Investment Services Company
December 2024 - Present · 1 yr 5 mos
USAA Investment Services CompanyBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Edward Jones
June 2014 - June 2024 · 10 yrs
Edward JonesBroker
March 2014 - June 2024 · 10 yrs 3 mos
State Registrations1 state
AZ
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.
Harley Samuelson - Financial Advisor | TrueAdvisor