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Christine Syrena Castillo

Investment adviser representative at USAA Investment Services Company
21 yearsExperience
1 stateRegistered 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

21 years in the industry.

  1. USAA Life Insurance CompanyDec 2020 to now
  2. USAA Investment Services CompanySep 2005 to now
  3. USAA Financial Advisors, Inc.Aug 2014 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2004

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
4788549
Firm CRD
5475
Advisor's SEC record (opens in a new tab)
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