Advisor at USAA Investment Services Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
USAA Investment Services Company
Location
Plano, TX 75024
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
James Terrion is a CFP® professional with 31 years of experience in the financial services industry. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at firms including LPL Financial, Fisher Investments, and BBVA. His background includes roles in both investment and insurance services. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm specializes in delivering Retirement Income Strategy Reports and refers clients to Charles Schwab for investment products and account management.
7300 Parkwood Blvd., Building A, 3rd Floor
Plano, TX 75024
Texas
USAA Life Insurance Company
2025 - Present (1 year)
USAA Investment Services Company
2025 - Present (1 year)
LPL Financial
2025 - 2025 (1 year)
Firefighters First Credit Union
2023 - 2025 (2 years)
CUSO Financial Services, LP
2023 - 2025 (2 years)
American National Bank of Texas
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
Frost Brokerage Services
2022 - 2023 (1 year)
Fisher Investments
2021 - 2022 (1 year)
BBVA Compass Insurance Agency, Inc.
2016 - 2021 (5 years)
BBVA Wealth Solutions Inc.
2016 - 2021 (5 years)
BBVA Securities Inc.
2015 - 2021 (6 years)
Compass Bank
2015 - 2021 (6 years)
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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
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Bank
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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
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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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
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