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Anil Kumar

USAA INVESTMENT SERVICES COMPANY
Plano, TX
·CRD# 7351234·5 years experience

Professional Summary

Anil Kumar is a registered financial advisor currently at USAA INVESTMENT SERVICES COMPANY located in Plano, Texas. Anil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Anil has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

USAA INVESTMENT SERVICES COMPANY·CRD# 5475
RIA
BD
7300 Parkwood Blvd. Building A 3rd Floor, Plano, TX, 75024
August 18, 2026 - Present
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
RIA
BD
7300 Parkwood Blvd. Building A 3rd Floor, Plano, TX, 75024
August 18, 2026 - Present
FISHER INVESTMENTS·CRD# 107342
RIA
Plano, TX
March 16, 2026 - April 30, 2026
NYLIFE SECURITIES LLC·CRD# 5167
BD
Irving, TX
January 1, 2022 - December 4, 2025

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Current Firm

USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT MANAGEMENT CO. | USAA WEALTH MANAGEMENT | USAA INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | USAA INVESTMENT MANAGEMENT COMPANY

CRD#: 5475 / SEC#: 801-126328, 8-41241
RIA
Registered Investment Advisory firm - SEC (8/3/2022 Approved)
Arizona
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Colorado
Registered Investment Advisory firm - SEC (8/24/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Texas
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

9800 Fredericksburg Road, San Antonio, TX 78288-0227

Mailing Address

9800 Fredericksburg Road, San Antonio, TX 78288-0227

Phone Number

(800) 531-7960

Established

Delaware since 09/01/1988

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

176

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ISCO PART 2A INVESTMENT SERVICES BROCHURE MARCH 2026 (3/31/2026)
ISCO FORM ADV PART2B BROCHURE SUPPLEMENT MARCH 2026 (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
USAA INVESTMENT CORPORATION (PARENT CO.)SHAREHOLDER—
BEARDSLEY, BRENT SCOTTPRESIDENT6704940
ECK, FRANK THOMAS IVSECRETARY7979835
FLORES, JENNIFER MARGRETFINOP AND PRINCIPAL FINANCIAL OFFICER4175069
LASKOWSKI, KARINA LOPEZASSISTANT HR PAYROLL OFFICER8257457
MCAULIFFE-KILLIAN, ERIN ANNEPAYROLL OFFICER8253512
MONSKA, DOUGLAS PAULTAX OFFICER7314247
PEREZ-ROSSELLO, MADELINE IVETTEASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER4033239
RAMON, STEVE ADAMAVP, ATTORNEY8264674
ROUNTREE, DANIEL DENTONANTI-MONEY LAUNDERING OFFICER8252353
TAVA, PAUL SCOTTCHIEF COMPLIANCE OFFICER6888757

Disclosures

Regulatory Event

1

Arbitration

4

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[Rental Property; Previous Home now being rented out as I have moved into a newer home; Start Date 06/15/2023; Role/Title: Ownership; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Property managed by management company. Don't spend time managing the property.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT MANAGEMENT CO. | USAA WEALTH MANAGEMENT | USAA INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | USAA INVESTMENT MANAGEMENT COMPANY

CRD#: 5475 / SEC#: 801-126328, 8-41241
RIA
Registered Investment Advisory firm - SEC (8/3/2022 Approved)
Arizona
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Colorado
Registered Investment Advisory firm - SEC (8/24/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Texas
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(8/18/2026)
RR
Alaska
(8/18/2026)
RR
Arizona
(8/18/2026)
RR
Arkansas
(8/18/2026)
RR
California
(8/18/2026)
RR
Colorado
(8/18/2026)
RR
Connecticut
(8/18/2026)
RR
Delaware
(8/18/2026)
RR
District of Columbia
(8/18/2026)
RR
Florida
(8/18/2026)
RR
Georgia
(8/18/2026)
RR
Hawaii
(8/18/2026)
RR
Idaho
(8/18/2026)
RR
Illinois
(8/18/2026)
RR
Indiana
(8/18/2026)
RR
Iowa
(8/18/2026)
RR
Kansas
(8/18/2026)
RR
Kentucky
(8/18/2026)
RR
Louisiana
(8/18/2026)
RR
Maine
(8/18/2026)
RR
Maryland
(8/18/2026)
RR
Massachusetts
(8/18/2026)
RR
Michigan
(8/18/2026)
RR
Minnesota
(8/18/2026)
RR
Mississippi
(8/18/2026)
RR
Missouri
(8/18/2026)
RR
Montana
(8/18/2026)
RR
Nebraska
(8/18/2026)
RR
Nevada
(8/18/2026)
RR
New Hampshire
(8/18/2026)
RR
New Jersey
(8/18/2026)
RR
New Mexico
(8/18/2026)
RR
New York
(8/18/2026)
RR
North Carolina
(8/18/2026)
RR
North Dakota
(8/18/2026)
RR
Ohio
(8/19/2026)
RR
Oklahoma
(8/18/2026)
RR
Oregon
(8/18/2026)
RR
Pennsylvania
(8/18/2026)
RR
Puerto Rico
(8/18/2026)
RR
Rhode Island
(8/18/2026)
RR
South Carolina
(8/18/2026)
RR
South Dakota
(8/18/2026)
RR
Tennessee
(8/18/2026)
RR
Texas
(8/18/2026)
IAR
Texas
(8/18/2026)
RR
Utah
(8/18/2026)
RR
Vermont
(8/18/2026)
RR
Virgin Islands
(8/18/2026)
RR
Virginia
(8/18/2026)
RR
Washington
(8/18/2026)
RR
West Virginia
(8/18/2026)
RR
Wisconsin
(8/18/2026)
RR
Wyoming
(8/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2026About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2022About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2025About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2021About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Anil Kumar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Anil Kumar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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AK
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