San Antonio, TX Office

Antonio Medrano III is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. His career with USAA spans multiple affiliated entities since 2013. Outside of his advisory role, he works part-time as a driver for ride-sharing services Uber and Lyft. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm produces a Retirement Income Strategy Report and refers prospective investors to Charles Schwab for investment products and account services.

Russell Wells is a CFP® with 11 years of experience in financial services. He is currently with USAA Investment Services Company and has held various roles within the USAA organization since 2013. 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 Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealer/advisers rather than managing client accounts directly.

David Parsons is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within various USAA entities since 2008, including USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of his advisory role, he manages a small rental activity from his primary residence. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

John Ballantyne is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at various USAA entities since 2010, including USAA Life Insurance Company and USAA Financial Planning Services. Based in San Antonio, TX, Ballantyne's career has been focused within the USAA organization. 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 Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers or advisers, operating mainly as a referral intermediary without managing client assets or accounts.

Mariana Ramirez Becerra is a financial advisor at USAA Investment Services Company with two years of industry experience. She previously worked at Fisher Investments and has held roles at USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels to USAA members and individual investors. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Eric Bremer is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Citigroup and Frost National Bank. 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 broker-dealers or advisers rather than managing client assets directly.

James Laughlin is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 12 years of industry experience. His career includes roles at several USAA affiliated entities, including 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. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating as a referral intermediary rather than a portfolio manager.

Daniel Kim is a financial advisor with USAA Investment Services Company holding a Series 66 designation and 20 years of industry experience. His background includes multiple roles within USAA-affiliated entities and prior positions at Wells Fargo and J.P. Morgan Securities. USAA Investment Services Company focuses on retirement-oriented advice and referral services primarily for USAA members and individual investors through phone and digital platforms. The firm provides Retirement Income Strategy Reports and facilitates referrals to third-party advisers without managing client assets directly.

Victor Mendez is a financial advisor at USAA Investment Services Company with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the USAA organization since 1999, including positions at USAA Life Insurance Company, USAA Financial Advisors, Inc., and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products and account services, operating as a referral and retirement-advice intermediary rather than a portfolio manager.