Mark Rogers (CRD# 6140574) is an Investment Advisor Representative working at Usaa Investment Services Company in Phoenix, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Life Insurance Company | Phoenix, AZ | Dec 2020 - Current | 3 |
| Usaa Investment Services Company | San Antonio, TX | Jan 2018 - Current | 6 |
| Usaa Financial Planning Services | Phoenix, AZ | Jul 2016 - Dec 2020 | 4 |
| Usaa Financial Advisors Inc. | Phoenix, AZ | Jul 2016 - Jun 2020 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Aug 2015 - Jun 2016 | < 1 |
| Tiaa | Denver, CO | Aug 2015 - Jun 2016 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Sep 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- AZ
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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