Victory Financial

Victory Financial (CRD# 324943) is a financial advisory firm headquartered in Austin, TX. They manage $288,809,303 in 1,521 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730
https://www.victoryfinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    289
    MILLION
  • Total Number of Accounts
    1,521
    ACCOUNTS
  • Average Account Value
    $189,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI, TX

Financial Advisors at Victory Financial
Showing 1 - 10 of 14 top financial advisors.
1
Connor Greenberg, financial advisor Austin TX
Connor J. Greenberg
CRD#: 6766810
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

Connor Greenberg (CRD# 6766810) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 6 years of experience in the finance industry.

2
William Nichols, financial advisor Austin TX
William Nichols
CRD#: 6243012
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

William Nichols (CRD# 6243012) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 10 years of experience in the finance industry.

3
Daniel Paschke, financial advisor Austin TX
Daniel C. Paschke
CRD#: 6262745
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

Daniel Paschke (CRD# 6262745) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 8 years of experience in the finance industry.

4
Paul Schappert, financial advisor Austin TX
Paul M. Schappert
CRD#: 5749517
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

Paul Schappert (CRD# 5749517) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 13 years of experience in the finance industry.

5
Doyle Tracer, financial advisor Southlake TX
Doyle R. Tracer
CRD#: 5799352
550 Reserve Street, Suite 190, #93, Southlake, TX 76092

Doyle Tracer (CRD# 5799352) is an Investment Advisor Representative working at Victory Financial in Southlake, TX and has over 13 years of experience in the finance industry.

6
Zachary Treu, financial advisor Austin TX
Zachary B. Treu
CRD#: 6751557
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

Zachary Treu (CRD# 6751557) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 6 years of experience in the finance industry.

7
Andrew Warren, financial advisor Austin TX
Andrew P. Warren
CRD#: 4662697
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

Andrew Warren (CRD# 4662697) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 20 years of experience in the finance industry.

8
Peter Warren, financial advisor Austin TX
Peter M. Warren
CRD#: 5731252
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

Peter Warren (CRD# 5731252) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 14 years of experience in the finance industry.

9
Christopher Wells, financial advisor Liberty Hill TX
Christopher R. Wells
CRD#: 4630658
Liberty Hill, TX

Christopher Wells (CRD# 4630658) is an Investment Advisor Representative working at Victory Financial in Liberty Hill, TX and has over 21 years of experience in the finance industry.

10
Robert Barre, financial advisor Austin TX
Robert P. Barre
CRD#: 7124156
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730

Robert Barre (CRD# 7124156) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 5 years of experience in the finance industry.

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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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