A complete list of active advisors currently associated with Victory Wealth Services, LLC

Warmer can help you find a great advisor at Victory Wealth Services, LLC or one who fits your needs even better.

Victory Wealth Services is a fee-based financial planning and investment management firm that primarily serves individual and high‑net‑worth clients, providing asset management, financial planning and broader wealth management services. The brochure reports the firm manages a mid‑tens of millions in discretionary client assets and offers both discretionary and non‑discretionary portfolio management. The firm documents client goals and constructs tailored strategies using fundamental, technical and cyclical analysis, then implements those strategies either directly or by engaging sub‑advisors and third‑party model managers. VWS describes a co‑advisory relationship with AE Wealth Management that gives it access to model portfolios, model managers and managed‑account trading services, and it conducts periodic account reviews while allowing clients to impose written investment restrictions. Compared with many peers, the brochure highlights two less common features: VWS holds public educational seminars and workshops at no charge, and it uses external model and sub‑advisor arrangements that can involve managed‑account structures and pooled investment vehicles. The firm also discloses that a principal maintains an affiliated insurance business and other non‑advisory activities; those relationships are identified in the brochure as potential conflicts that the firm says it addresses through disclosure and its fiduciary policies.

To learn more about the advisors currently working at Victory Wealth Services, 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.