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Juan Cerda

USAA Investment Services Company
11 Years of Experience
San Antonio, TX
2 DisclosuresBroker
View SEC Summary
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Juan Cerda is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 11 years of industry experience. Juan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.

USAA Investment Services Company
Compensation
N/A
Firm Size
108 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Antonio, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2013
Criminal
November 2006
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
USAA Investment Services Company
May 2021 - Present · 5 yrs 5 mos
USAA Investment Services Company
May 2021 - Present · 5 yrs 5 mos
USAA Investment Services CompanyBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Planning Services
May 2016 - January 2018 · 1 yr 8 mos
USAA Financial Advisors, INC.Broker
November 2014 - June 2020 · 5 yrs 7 mos
Bbva Securities INC.Broker
August 2013 - November 2013 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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