Royce Guerrero, financial advisor San Antonio TX
93 score

Royce Guerrero

CRD Number: 6112718
Current Firm: Usaa Investment Management Company

Royce Guerrero (CRD# 6112718) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Investment Management Company San Antonio, TX Jan 2018 - Current < 1
Royce Guerro Brandon, FL Jan 2017 - Current 1
Usaa Financial Advisors, Inc. Tampa, FL Jun 2014 - Current 3
Usaa Financial Planning Services Inc. Tampa, FL Jun 2014 - Current 3
Wells Fargo Fund Distributor Jacksonville, FL Dec 2010 - May 2014 3
Alpine Access Dever, CO Oct 2009 - Nov 2010 1
Cloud 10 Corp Denver, CO Sep 2008 - Oct 2009 1
Kelly Services Jacksonville, FL Aug 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Royce Guerrero
Phone Number: 800-531-USAA
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,236
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $179,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, WY

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

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