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Marcus Laguardia

Usaa Investment Services Co.

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About Marcus Laguardia

Marcus Laguardia is a financial advisor with over 20 years of experience in the financial services industry. Marcus is currently registered with USAA Investment Services Co. and has a broad range of experience in the financial services industry. Marcus has held previous positions with USAA Financial Advisors, Inc., USAA Investment Management Company, Chase Investment Services Corp., Ameritrade, and J.B. Oxford & Company. Marcus is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Marcus Laguardia is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

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.

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other

Referral fees pursuant to a referral agreement

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Marcus Laguardia’s Registration & Firm History

TX

02/08/2023 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

09/25/2007 - 06/23/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

08/04/2006 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

03/19/2002 - 07/11/2006

CHASE INVESTMENT SERVICES CORP. (COLLEYVILLE TX)

NE

04/13/1999 - 01/23/2001

AMERITRADE (BELLEVUE NE)

CA

10/12/1995 - 06/23/1997

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

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Licenses & Designations

IA

Issued 10/17/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcus Laguardia.
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