Errin Greene
Investment adviser representative at USAA Investment Services Company
11 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
11 years in the industry.
- USAA Investment Services CompanyJul 2026 to now
- USAA Life Insurance CompanyJul 2026 to now
- Doaam ProductionsJul 2019 to now
- Charles Schwab & Co., Inc.Jul 2021 to Apr 2026
- Charles Schwab Bank, SsbJul 2021 to Mar 2023
- USAA Investment Management CompanyJan 2018 to Jun 2021
- USAA Financial Advisors IncMar 2015 to Jun 2021
- USAA Financial Planning ServicesMar 2015 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
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
- 6111144
- Firm CRD
- 5475