Christine Syrena Castillo

USAA Investment Services Company

21 Years of Experience

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Firm Information

USAA Investment Services Company

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.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

9800 Fredericksburg Road, San Antonio, TX, 78288

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2017

Closed-No Action

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Other Business Activities

Christine is the Fundraising/Outreach Chair for the Ethical Network of San Antonio and sells handmade crafts on Etsy. She also works as a personal coach, author, blogger, speaker, and podcaster for Triple C Enterprises; each of these activities takes a few hours per week.