Lori Anne Mondello
Investment adviser representative at USAA Investment Services Company
11 yearsExperience
2 statesRegistered in
$0Firm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- USAA Investment Services CompanyNov 2024 to now
- USAA Investments Services CompanyOct 2024 to now
- USAA Life Insurance CompanyOct 2024 to now
- Morgan StanleyDec 2023 to Oct 2024
- USAA Investment Services CompanyJul 2021 to Dec 2023
- USAA Life Insurance CompanyJul 2021 to Dec 2023
- Raymond James & Associates, Inc.Dec 2019 to Jul 2021
- Hancock/whitney BankApr 2018 to Dec 2019
- Hancock/whitney Investment Services, Inc.Apr 2018 to Dec 2019
- Mercer Global Advisors Inc.Jul 2017 to Apr 2018
- Mercer Global Adivsors Inc.Apr 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2391479
- Firm CRD
- 5475