Russell Wells
Investment adviser representative at USAA Investment Services Company
13 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
13 years in the industry.
- USAA Investment Services CompanyDec 2024 to now
- USAA Life Insurance CompanyDec 2024 to now
- United Services Automobile AssociationDec 2021 to Dec 2024
- USAA Investment Management CompanyJan 2018 to Jun 2020
- USAA Financial Planning ServicesJul 2013 to Dec 2021
- USAA Financial Advisors, IncJul 2013 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2025
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
- 5875326
- Firm CRD
- 5475