Carolyn Carrillo, financial advisor San Antonio TX

Carolyn Carrillo

CRD Number: 2846118
Current Firm: Victory Capital Management Inc.

Carolyn Carrillo (CRD# 2846118) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Victory Capital Management Inc. San Antonio, TX Jan 2020 - Current 4
Victory Capital Advisers, Inc. San Antonio, TX Jan 2020 - Current 4
Fis Global San Antonio, TX Jul 2019 - Dec 2019 < 1
Usaa Investment Management Company San Antonio, TX Jan 2018 - Jun 2019 1
Usaa Financial Planning Services San Antonio, TX Oct 2016 - Jun 2019 2
Usaa Financial Advisors, Inc. San Antonio, TX Sep 2007 - Jun 2019 11
Usaa Investment Management Company San Antonio, TX Mar 2009 - Oct 2016 7
Usaa Life Insurance Company San Antonio, TX Mar 2008 - Oct 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Carolyn S. Carrillo
Phone Number: 877-660-4400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,836
    MILLIONS
  • Total Number of Accounts
    3,419
    ACCOUNTS
  • Average Account Value
    $41,192,280
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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