Shana CantuCRD Number: 6165974
Current Firm: Victory Capital Management Inc.
Shana Cantu (CRD# 6165974) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
|Victory Capital Services, Inc.||Brooklyn, OH||Jul 2019 - Current||4|
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - Jun 2019||1|
|Usaa Financial Planning Services||San Antonio, TX||Apr 2013 - Jun 2019||6|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Feb 2013 - Jun 2019||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management140,836MILLIONS
Total Number of Accounts3,419ACCOUNTS
Average Account Value$41,192,280
- 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
- Selection of other advisers (including private fund managers)
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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