ML
CFP
ML
CFP

Marcus Laguardia

24 Years of Experience
San Antonio, TX
Broker

Marcus Laguardia is a CFP-designated registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 24 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

Compensation
N/A
Firm Size
88 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9800 Fredericksburg Road, San Antonio, TX, 78288

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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
USAA Investment Services CompanyBroker
March 2023 - Present · 3 yrs 2 mos
USAA Investment Services Company
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Planning Services
January 2009 - January 2018 · 9 yrs
USAA Financial Advisors, INC.Broker
September 2007 - June 2020 · 12 yrs 9 mos
USAA Investment Management Company
August 2006 - December 2008 · 2 yrs 4 mos
USAA Investment Management CompanyBroker
August 2006 - December 2007 · 1 yr 4 mos
Chase Investment Services CORP.
March 2002 - July 2006 · 4 yrs 4 mos
Chase Investment Services CORP.Broker
March 2002 - July 2006 · 4 yrs 4 mos
AmeritradeBroker
April 1999 - January 2001 · 1 yr 9 mos
J.B. Oxford & CompanyBroker
October 1995 - June 1997 · 1 yr 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.