Mark
Rogers

Usaa Investment Services Company

CRD#6140574
Investment Advisor
in Phoenix, AZ

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About this Advisor

Mark Rogers is a financial advisor based in Phoenix, Arizona, working with Usaa Investment Services Company. Mark has previously held positions at The Vanguard Group, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Usaa Investment Services Company, and Usaa Life Insurance Company. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Mark is part of Usaa Investment Services Company, which operates out of Phoenix, Arizona. The firm has 13 offices and 154 employees. The firm serves high-net-worth clients and offers services including financial planning services and other services. The fee structure at Usaa Investment Services Company includes other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Other

Fee Structure

Others

Office Location

One Norterra Drive
Phoenix, AZ 85085

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Usaa Investment Services Company Brokerage Details

Total Number of Employees

154

AZ Average: 49

Investment Advisory Services

  • Financial planning services
  • Other

Mark Rogers Work History

2020 - Present (4 years)

Usaa Life Insurance Company

2018 - Present (6 years)

Usaa Investment Services Company

2016 - 2020 (4 years)

Usaa Financial Advisors Inc

2016 - 2020 (4 years)

Usaa Financial Planning Services

2015 - 2016 (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - 2016 (1 year)

Tiaa

2013 - 2015 (2 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Mark Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usaa Investment Services Company

Oluseun Ekunwe
Plano, TX
Rodolfo Casias
San Antonio, TX
James Vera
San Antonio, TX
Vanessa Tavera
Plano, TX
Regina Breque
San Antonio, TX
Dhaval Desai
Tampa, FL
Mary Stork
San Antonio, TX
Alexander Greanias
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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