Dale
Rowse
Victory Capital Management Inc
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About this Advisor
Dale Rowse is a certified financial planner working out of San Antonio, Texas, with 4 years of relevant experience. Rowse is an employee of Victory Capital Management Inc. During their career, Rowse has held roles at Usaa, Usaa Investment Management Company, Victory Capital and Victory Capital Advisers. Rowse has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Victory Capital Management Inc is a financial advisory firm that has its headquarters in San Antonio, TX. The company has offices in 10 locations and a total of 510 people on staff. It handles $141 billion in assets under management among its 3,419 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 54 charities and foundations. Of its 3,419 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. Victory Capital Management Inc offers a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules typically are based on which services are provided. However, fees billed by Victory Capital Management Inc likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victory Capital Management Inc Brokerage Details
$140,836,403,633
510
3,419
$41,192,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Dale Rowse Work History
Dale has been registered as a financial advisor for 4 years.*
Victory Capital
Victory Capital Advisers
Usaa
Usaa Investment Management Company
Usaa Investment Management 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 Dale Rowse 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 Victory Capital Management Inc
Troy, MI
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Englewood, CO
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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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.
