DR
DR

Dale Brent Rowse

14 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Financial Planning:Investment management only
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Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Victory Capital Services, INC.Broker
August 2019 - Present · 6 yrs 6 mos
Victory Capital Management INC.
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
USAA Investment Management CompanyBroker
March 2018 - July 2019 · 1 yr 4 mos
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
October 2016 - January 2018 · 1 yr 3 mos
USAA Investment Management Company
January 2015 - October 2016 · 1 yr 9 mos
USAA Investment Management CompanyBroker
September 2014 - October 2016 · 2 yrs 1 mo
USAA Financial Planning Services
March 2013 - February 2015 · 1 yr 11 mos
USAA Investment Management Company
February 2011 - March 2013 · 2 yrs 1 mo
USAA Financial Advisors, INC.Broker
January 2011 - July 2019 · 8 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dale Brent Rowse - Financial Advisor | TrueAdvisor