Harley Ray Samuelson
Financial advisor at USAA Investment Services Company · Phoenix, AZ
Last updated 2026-10-10
Claim your profileHarley Ray Samuelson is a financial advisor at USAA Investment Services Company in Phoenix, AZ, CRD 5523441. Licenses and exams on the registration: Series 66. IAPD registration began 2014-06-18.
Registration
- CRD number
- 5523441
- Registration status
- Active
- IAPD registration
- 2014-06-18
- Industry Experience
- 12 years
- Work Experience
- 18 years
- States registered
- AZ
Licenses and exams
- Series 66
Work history
- 2008-04 to 2024-05 · Eward Jones · Tempe, AZ
- 2024-06 to Present · USAA Life Insurance Company · Phoenix, AZ
- 2024-10 to Present · USAA Investment Services Company · Phoenix, AZ
Current employment
- USAA Investment Services Company · San Antonio, TX
USAA Investment Services Company
- Registered advisors
- 110
- Offices
- 47
- Clients per advisor
- 24.0 (Low)
- High-net-worth client ratio
- 6.8% (Low)
USAA Investment Services Company: advisors, services and reported ETF investments
About
Harley Ray Samuelson is a financial advisor at USAA Investment Services Company in Phoenix, AZ. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 18 years of reported work history.
USAA Investment Services Company's firm-level Form ADV reports 110 advisors across 47 offices; approximately 24.0 clients per advisor; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services and Other Advisory Service.
What this firm offers
Filed by USAA Investment Services Company on Form ADV.
Client services
- Financial Planning Services
- Other Advisory Service
Fee options
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Banking or Thrift Institution
- Insurance Company or Agency
Location
One Norterra Drive, Phoenix, AZ 85085
25 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 210-456-4218
- Website: google.com
Official record
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