Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Brent Rowse is a financial advisor at Victory Capital Management Inc. Dale has been in the financial industry since March 4, 2011 and is registered as a Broker-Dealer and Investment Advisor Representative in Texas. Dale has worked with Victory Capital Management Inc. since August 29, 2019. Before working with Victory Capital Management Inc. Dale was with USAA Financial Advisors, Inc. from January 13, 2011 to July 8, 2019.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/29/2019 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
01/13/2011 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/02/2018 - 07/03/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/09/2014 - 10/21/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 02/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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