Skip to content

Eric Neal Gates

Investment adviser representative at USAA Investment Services Company
17 yearsExperience
1 stateRegistered in
$0Firm assets
4 yearsFirm in business

Are you Eric Neal Gates? Claim your profile

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

17 years in the industry.

  1. USAA Investment Services CompanySep 2022 to now
  2. USAA Life Insurance CompanySep 2020 to now
  3. USAA Investment Services CompanyJan 2018 to Sep 2020
  4. USAA Financial Planning ServicesNov 2009 to Sep 2020

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (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
4131334
Firm CRD
5475
Advisor's SEC record (opens in a new tab)
CallContact this firm