UBS Financial Services
47yrs
Top advisor by experience in Phoenix
12yrs
Harley Ray Samuelson
Financial advisor at Usaa Investment Services
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeOne Norterra Drive, Phoenix, AZ 85085
How the firm is paid ?Other
States licensed ?1 state
Services through Usaa Investment Services
Financial planningOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Dec 2024 – nowUsaa Investment Services CompanyCurrent firm
- 2014 – 2024Edward JonesPreviously
Questions to ask Harley
Tailored to Harley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Harley
How do I contact Harley?
Call Usaa Investment Services at 210-456-4218 and ask for Harley Ray Samuelson. Harley works from the Phoenix, AZ office.
How long has Harley been a financial advisor?
Harley has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Harley hold?
Series 66. Tap any license on this page to see what it allows.
Is Harley a fiduciary?
Harley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harley paid?
Usaa Investment Services reports being paid by other fees. Ask Harley for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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