Skip to content

Toby Dyer

Investment adviser representative at USAA Investment Services Company
11 yearsExperience
2 statesRegistered in
$0Firm assets
4 yearsFirm in business

Are you Toby Dyer? Claim your profile

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 CompanyJul 2026 to now
  2. USAA Life Insurance CompanyJul 2026 to now
  3. Guardian Life Insurance CompanySep 2025 to Jul 2026
  4. Park Avenue SecuritiesSep 2025 to Jul 2026
  5. First Command Advisory Services, IncNov 2022 to Sep 2025
  6. First Command Insurance Services, Inc.Nov 2022 to Sep 2025
  7. First Command Brokerage Services, IncJul 2022 to Sep 2025
  8. UnemployedJan 2022 to Jun 2022
  9. General RvApr 2021 to Dec 2021
  10. UnemployedJan 2021 to Apr 2021
  11. Vinnell ArabiaApr 2019 to Dec 2020
  12. UnemployedDec 2018 to Mar 2019
  13. Lazydays RvSep 2015 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7590932
Firm CRD
5475
Advisor's SEC record (opens in a new tab)
CallContact this firm