Erick LoyolaCRD Number: 6714404
Current Firm: Victory Capital Management Inc.
Erick Loyola (CRD# 6714404) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 4 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Victory Capital Advisers||San Antonio, TX||Oct 2019 - Current||2|
|K-force||San Antonio, TX||Jun 2018 - Current||3|
|Usaa Financial Advisors Inc.||San Antonio, TX||Jun 2018 - Jun 2019||1|
|Usaa Investment Managment Company||San Antonio, TX||Jun 2018 - Jun 2018||< 1|
|Security Service Federal Credit Union||San Antonio, TX||Aug 2017 - Jun 2018||< 1|
|Edward Jones||St Louis, MO||Sep 2016 - Jul 2017||< 1|
|Myron's Prime Steakhouse||New Braunfels, TX||Apr 2005 - Sep 2016||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2017|
Total Assets Under Management153,457MILLIONS
Total Number of Accounts2,484ACCOUNTS
Average Account Value$61,778,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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