A complete list of active advisors currently associated with Victory Wealth Management, LLC
Warmer can help you find a great advisor at Victory Wealth Management, LLC or one who fits your needs even better.
The firm serves a mix of individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, generally accepting accounts above a stated minimum asset threshold. It provides discretionary portfolio management as its primary service and also offers non-discretionary allocation and portfolio development, project-based investment advice and financial planning, along with insurance products sold by representatives acting in an insurance capacity. Investment decisions draw on fundamental, technical and cyclical analysis and may employ long-term, short-term and frequent trading strategies; accounts are primarily managed on a discretionary basis with custody and trade execution facilitated through Schwab Institutional. Compensation is typically asset-based but the firm documents alternative arrangements including flat-fee and hourly engagements and one-time allocation/advice fees, and it provides clients with periodic account and fee statements when custodian fee deductions are used. Notable for a single-advisor practice, the firm manages roughly $69 million in discretionary assets and lists a principal with a CFA designation and prior CFO experience, which the brochure identifies as informing the firm’s processes. The brochure also discloses that representatives may receive commissions for insurance and annuity sales and that the firm votes client proxies on their behalf—each a distinct service or potential conflict the firm documents for clients to consider.
To learn more about the advisors currently working at Victory Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reedley, CA
| 27
|
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