Catherine Anne Lopez
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 Life Insurance CompanyDec 2020 to now
- USAA Investment Services CompanyJan 2018 to now
- USAA Financial Planning ServicesNov 2016 to Dec 2020
- USAA Financial Advisors Inc.Nov 2016 to Jun 2020
- Jazzercise, IncJul 2015 to Jul 2018
- Comerica Securities, Inc.Apr 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4546054
- Firm CRD
- 5475