Mark
Shoultz
Usaa Investment Services Company
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About this Advisor
Mark Shoultz is a financial advisor based out of Phoenix, Arizona, with 3 years of relevant experience. Shoultz is currently employed by Usaa Investment Services Company. Their career trajectory has included roles at Usaa Financial Advisors Inc, Usaa Life Insurance Company, Usaa Financial Planning Services and Usaa Investment Management Company. Shoultz holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and Texas. Usaa Investment Services Company is a business that has its headquarters in San Antonio, TX. The company has offices in 11 locations and a total of 154 employees. Usaa Investment Services Company has a few services, including financial planning services and other services. Financial management fee schedules usually are based on which services the firm provides the client. However, fees charged by Usaa Investment Services Company typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usaa Investment Services Company Brokerage Details
154
Investment Advisory Services
- Financial planning services
- Other
Mark Shoultz Work History
Mark has been registered as a financial advisor for 3 years.*
Usaa Life Insurance Company
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa Financial Advisors Inc
Usaa Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Shoultz 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
Phoenix, AZ
Colorado Springs, CO
Phoenix, AZ
Plano, TX
San Antonio, TX
San Antonio, TX
Plano, TX
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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