UBS Financial Services
47yrs
Top advisor by experience in Plano
5yrs
Anil Kumar
Financial advisor at USAA Investment Services
Anil Kumar has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Plano, Texas. After less than a year at Fisher Investments, Anil joined USAA Investment Services in 2026, a firm offering financial planning.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office7300 Parkwood Blvd. Building A, 3rd Floor, Plano, TX 75024
How the firm is paid ?Other
Advisors at the firm108
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.
Career
- Aug 2026 – nowUSAA Investment Services CompanyCurrent firm
- Mar 2026 – Apr 2026Fisher InvestmentsPreviously
Questions to ask Anil
Tailored to Anil’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
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About Anil
How do I contact Anil?
Call USAA Investment Services at (210) 456-4218 and ask for Anil Kumar. Anil works from the Plano, TX office.
How long has Anil been a financial advisor?
Anil has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Anil hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anil a fiduciary?
Anil is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anil paid?
USAA Investment Services reports being paid by other fees. Ask Anil for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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