Fidelity Financial Rep or USAA Wealth Advisor?

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Dec 9, 2010 11:59 am

Fidelity Financial Rep or USAA Wealth Advisor?  I believe that I will have the choice of both and wondering which way is better?  I know they are not the brokerage route, but I completely bombed trying it out with MSSB from 08 to 10, market conditions ate me for lunch... Looking to get on with a good firm that has some type of salary stability tied to job.....

Dec 10, 2010 2:06 pm

No responses out of 72 views?  Anyone, Anyone, Bueller?

Dec 11, 2010 11:47 am

I bank with USAA and love them.  They also have a loyal customer base.  I do have a brokerage account with them as well (never used it for investments)...but other than that, I really don't know much about that role.  I assume it is probably like being a "broker" at Schwab or TD - but I assume the clients are better.

Dec 11, 2010 6:21 pm

Whoever offers you the best salary and bonus potential.  You really aren't giving us enough to go on.

Dec 18, 2010 10:42 am

Fidelity has a better name in the Investment industry. USAA in military focused, known for great service, high pressure one-on-one sales tactics, sub-par investments. If you want to go the insurance route with "cash-like" investment strategies, USAA is your choice. If you want to be investment focused, Fidelity is the better of the 2 options.