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
https://www.facebook.com/victoryfinancialplanning
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Victory Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Mary Masters, financial advisor Tigard OR
Mary T. Masters
CRD#: 3130178
Tigard, OR

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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