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Mark William Raney

Usaa Investment Services Co.

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About Mark William Raney

Mark William Raney is a financial advisor with over 20 years of experience in the industry. Mark has been with USAA Investment Services Co. since June of 2020, and has worked previously with USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, Edward Jones and Charles Schwab & Co., INC. Mark is a registered representative in the state of Arizona and holds Series 7, 24, 53, 63, and 65 licenses. Mark has a strong understanding of the financial markets and has a commitment to providing his clients with personalized financial advice.

Firm Information

Mark Raney 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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Mark Raney’s Registration & Firm History

AZ

06/08/2020 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

09/21/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

10/03/2003 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

MO

01/11/2002 - 09/03/2003

EDWARD JONES (ST. LOUIS MO)

TX

03/26/2001 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 11/22/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/16/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark William Raney.
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