Errin Greene
Errin Greene is a registered investment advisor at USAA Investment Services Company, based in Plano, TX, with 12 years of industry experience. Errin 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.
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
7300 Parkwood Blvd., Building A, 3rd Floor, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2026Other Business Activities
Errin works as a videographer for DOAAM Productions, filming scenes and portraits since 2019. This takes a few hours per week of Errin's time.
Employment History
Current Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations39 states
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
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