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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)26 years in industry

KEVIN DOUGLAS BEALL

Advisor at USAA INVESTMENT SERVICES COMPANY

SAN ANTONIO, TX | Plano, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: USAA INVESTMENT SERVICES COMPANY
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Chartered Financial Consultant
Exams: S66
First exam: Sep 11, 2000
First registration: Jan 11, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 4202452

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	n/a	yes	SAN ANTONIO, TX\|Plano, TX	Current employment
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Dec 9, 2008	Jan 8, 2018	no	PHOENIX, AZ\|ADDISON, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Dec 4, 2007	Dec 31, 2008	no	PHOENIX, AZ\|PHOENIX, AZ	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Oct 25, 2004	Nov 28, 2007	no	SAN ANTONIO, TX\|PHOENIX, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 11, 2002	Oct 17, 2003	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Dec 31, 2008	Dec 9, 2008	-22	Bulk transfer	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Nov 28, 2007	Dec 4, 2007	6	Firm change	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Oct 17, 2003	Oct 25, 2004	374	Firm change	Other

Relationships

Registered with (2)

→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Dec 4, 2007 to Dec 31, 2008factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 9, 2008 to Jan 8, 2018factForm ADV

Dated events

No dated event names this entity yet.