Courtney Dannielle Lewis-williams
Investment adviser representative at USAA Investment Services Company
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$0Firm assets
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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
10 years in the industry.
- USAA Investment Services CompanyJun 2024 to now
- USAA Life Insurance CompanyJun 2024 to now
- Cfp StudentOct 2022 to now
- Fidelity InvestmentsFeb 2021 to Sep 2022
- TD Ameritrade Investment Management, LLCNov 2018 to Jan 2021
- TD Ameritrade, IncNov 2018 to Jan 2021
- Wealth Development Strategies Investment Advisory, IncJul 2016 to Nov 2018
- Hornor Townsend & Kent IncMay 2016 to Nov 2018
- Penn Mutual Life Insurance CompanyMay 2016 to Nov 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
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
- 4648323
- Firm CRD
- 5475