Advisor at USAA Investment Services Company
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Firm
USAA Investment Services Company
Location
Phoenix, AZ 85085
Credentials
Series 63, Series 65
Industry experience
25 years
Todd Mccool is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory firms since 2007. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and directing clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.
One Norterra Drive
Phoenix, AZ 85085
Arizona
USAA Life Insurance Company
2020 - Present (6 years)
USAA Investment Services Company
2018 - Present (8 years)
USAA financial planning services
2008 - 2020 (12 years)
USAA Financial Advisors, Inc.
2007 - 2020 (13 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
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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