Plano, TX Parkwood Blvd. Office

Team
Updated today

Client AUM

$0

Clients

2,635

Advisors

16

Of 108 advisors across 14 offices

Location

7300 Parkwood Blvd., Building A, 3rd Floor

Plano TX 75024

Advisors at this office

16

Advisors at this office

Brian D

Series 66

Plano, TX

USAA Investment Services Company

Brian Dominguez is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. Before entering the financial industry, he worked in automotive sales and the restaurant business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and refers clients to third-party broker-dealers or advisers for investment accounts.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer ESG / Sustainable investing Wealth management Retired
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Eunice A

Series 66

Plano, TX

USAA Investment Services Company

Eunice Armstrong is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. She has been with USAA and its affiliated entities since 2013. Outside of advising, she works as a mobile notary signing agent, operates a travel consulting business, and is involved in guest services at a local spa. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the public. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Retirement income strategy Annuities Retired
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Errin G

Series 63, Series 66

Plano, TX

USAA Investment Services Company

Errin Greene is a financial advisor at USAA Investment Services Company with 12 years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has roles within various USAA entities. Outside of finance, he owns DOAAM Productions, a video and film production business, and occasionally reviews television shows and movies. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers without managing client assets directly.

Retirement income strategy Annuities Retired
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Nicholas B

CFP®, ChFC®, Series 66

Plano, TX

USAA Investment Services Company

Nicholas Brown is a CFP® and ChFC® with 15 years of industry experience, currently with USAA Investment Services Company. He has held various roles within the USAA organization since 2006 and is also involved with Often Home LLC, an outside business activity. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers.

Retirement income strategy Annuities Retired
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Anil K

Series 65, Series 63

Plano, TX

USAA Investment Services Company

Anil Kumar is a financial advisor with USAA Investment Services Company, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at NYLife Securities LLC and Fisher Investments. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Retirement income strategy Annuities Retired
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Brian D

Series 63, Series 65

Plano, TX

USAA Investment Services Company

Brian Deja is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Fisher Investments, Morgan Stanley, and Allstate Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Retirement income strategy Annuities Retired
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Robert B

ChFC®, Series 65, Series 63

Plano, TX

USAA Investment Services Company

Robert Bachalo Jr. is a financial advisor at USAA Investment Services Company with seven years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. His career includes various roles within USAA-affiliated firms since 2014. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets directly.

Retirement income strategy Annuities Retired
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Travis D

Series 63, Series 65

Plano, TX

USAA Investment Services Company

Travis Doyle is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA financial planning services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services.

Retirement income strategy Annuities Retired
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Nelson K

Series 66

Plano, TX

USAA Investment Services Company

Nelson Kamimura is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates client referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Retirement income strategy Annuities Retired
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Felicia B

Series 66

Plano, TX

USAA Investment Services Company

Felicia Belcher is a Series 66–licensed financial advisor with seven years of industry experience. She currently works at USAA Investment Services Company and previously held roles at J. Grant & Associates and JP Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Retirement income strategy Annuities Retired
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Sabiha K

Series 63, Series 66

Plano, TX

USAA Investment Services Company

Sabiha Karakus is a financial advisor with USAA Investment Services Company based in Plano, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and New York Life. She is also employed concurrently with USAA Life Insurance Company and Amazon. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning but does not manage client assets directly.

Retirement income strategy Annuities Retired
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Jonathan F

Series 65, Series 63

Plano, TX

USAA Investment Services Company

Jonathan Fowler is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history with Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. Fowler’s background also includes roles in education and language instruction. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm emphasizes retirement income planning and asset allocation but does not manage client assets or charge percentage-of-assets fees.

Retirement income strategy Annuities Retired
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Oluseun E

Series 63, Series 65

Plano, TX

USAA Investment Services Company

Oluseun Ekunwe is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked in various capacities within the USAA organization since 2014, including roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Retirement income strategy Annuities Retired
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Zulema R

Series 63, Series 66

Plano, TX

USAA Investment Services Company

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

Retirement income strategy Annuities Retired
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Philippe T

Series 63, Series 66

Plano, TX

USAA Investment Services Company

Philippe Thomas is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Northwestern Mutual. Thomas serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234 in Fort Worth, Texas. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Retirement income strategy Annuities Retired
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