Victory Financial Planning
Victory Financial Planning (CRD# 310261) is a financial advisory firm headquartered in , . They manage $22,100,000 in 155 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Victory Financial Planning
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts155ACCOUNTS
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Average Account Value$142,581
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Victory Financial Planning
1
Mary Masters (CRD# 3130178) is an Investment Advisor Representative working at Victory Financial Planning in Tigard, OR and has over 25 years of experience in the finance industry.
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