Roger Segovia, financial advisor Phoenix AZ
93 score

Roger Segovia

CRD Number: 5880338
Current Firm: Usaa Financial Planning Services

Roger Segovia (CRD# 5880338) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ Jul 2011 - Current 5
Usaa Financial Advisors Inc. Phoenix, AZ Jan 2011 - Current 5
Usaa Financial Planning Services Insurance Agency, Inc. Phoenix, AZ Mar 1998 - Jul 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Roger J. Segovia
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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