George Wheelock
George Wheelock is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 11 years of industry experience. George 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
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
9800 Fredericksburg Road, San Antonio, TX, 78288
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Regulatory History
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.
Learn about disclosures →Other Business Activities
George owns rental property since 2018, acting as a landlord. This activity requires minimal time.
Employment History
Current Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Investment Services Company
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
State Registrations53 states
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