BC
CFP
Firm Information
Compensation
N/A
Number of Advisors
88 advisors
Number of Clients
2,080 clients
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
ISCO does not charge fees for producing a Retirement Income Strategy Report (RIS) or for referral services. Fees prospective investors may pay at Schwab are disclosed separately by Schwab.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
9800 Fredericksburg Road, San Antonio, TX, 78288
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brandon is a board of trustee member for The American College, chairman of the board for San Antonio Christian School (until May 2024), and a board member for Tragedy Assistance Program for Survivors, Inc. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
USAA Investment Services Company
January 2018 - Present · 8 yrs
USAA Investment Services Company Broker
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
July 2016 - July 2020 · 4 yrs
USAA Financial Planning Services
June 2016 - January 2018 · 1 yr 7 mos
USAA Financial Planning Services
January 2009 - July 2014 · 5 yrs 6 mos
USAA Financial Advisors, INC.Broker
October 2007 - July 2014 · 6 yrs 9 mos
USAA Investment Management Company
May 2007 - December 2008 · 1 yr 7 mos
USAA Investment Management Company Broker
September 1997 - December 2007 · 10 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.