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Michael Evan Farmer

Investment adviser representative at USAA Investment Services Company
11 yearsExperience
2 statesRegistered 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.

  1. USAA Investment Services CompanyJun 2022 to now
  2. USAA Life Insurance CompanyJun 2022 to now
  3. Charles Schwab & Co., Inc.Dec 2021 to Jun 2022
  4. Charles Schwab Bank SsbDec 2021 to Jun 2022
  5. USAA Life Insurance CompanyDec 2020 to Dec 2021
  6. USAA Investment Services CompanyJan 2018 to Dec 2021
  7. USAA Financial Planning ServicesMay 2017 to Dec 2020
  8. USAA Financial Advisors IncMay 2017 to Jun 2020
  9. Charles Schwab & Co., Inc.Mar 2015 to Apr 2017
  10. Charles Schwab BankMar 2015 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
6128103
Firm CRD
5475
Advisor's SEC record (opens in a new tab)
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