Tara English Steinberg
Investment adviser representative at USAA Investment Services Company
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- USAA Investment Services CompanyApr 2026 to now
- USAA Life Insurance CompanyJan 2022 to now
- E & M Childcare, LLCFeb 2019 to Jul 2020
- USAA Investment Services CompanyJan 2018 to Jul 2021
- USAA Financial Planning ServicesAug 2010 to Dec 2021
- USAA Financial Advisors, Inc.Aug 2010 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5562795
- Firm CRD
- 5475