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Paxton Wood

Investment adviser representative at USAA Investment Services Company
12 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

12 years in the industry.

  1. USAA Investment Services CompanyApr 2026 to now
  2. USAAApr 2026 to now
  3. Ally Invest AdvisorsMar 2021 to Apr 2026
  4. Ally Invest Securities LLCJan 2019 to Apr 2026
  5. The Vanguard Group, Inc.Jul 2014 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
6373907
Firm CRD
5475
Advisor's SEC record (opens in a new tab)
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