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Nathan Dale Cumberland

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.

  1. USAA Investment Services CompanyJul 2022 to now
  2. USAA Life General Agency, Inc.Jul 2022 to now
  3. State FarmJul 2021 to Jul 2022
  4. Redkorr Real EstateAug 2018 to Jul 2021
  5. New Braunfels Pool CompanyAug 2018 to May 2019
  6. WspJul 2017 to Dec 2017
  7. Bliss Real EstateJun 2015 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined 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
7999092
Firm CRD
5475
Advisor's SEC record (opens in a new tab)
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