Advisor at USAA Investment Services Company
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Firm
USAA Investment Services Company
Location
Phoenix, AZ 85085
Credentials
Series 66
Industry experience
23 years
Catherine Lopez is a financial advisor at USAA Investment Services Company with 23 years of industry experience. She holds a Series 66 designation and has worked in various roles within USAA-affiliated companies since 2016. Outside of her advisory work, she is co-owner of Treasure Trolls LLC, a resale business specializing in merchandise on platforms such as eBay and Etsy. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and referring clients to Charles Schwab for investment products. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.
One Norterra Drive
Phoenix, AZ 85085
Arizona · Texas
USAA Life Insurance Company
2020 - Present (6 years)
USAA Investment Services Company
2018 - Present (8 years)
USAA Financial Planning Services
2016 - 2020 (4 years)
USAA Financial Advisors inc.
2016 - 2020 (4 years)
Jazzercise, Inc
2015 - 2018 (3 years)
Comerica Securities, Inc.
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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