Curtis Don Tobler

Victory Capital Management INC.

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Victory Capital Management INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

2,558 clients

Average Client Portfolio

$59.5M average

Assets Under Management

$152.3B

Fee Structure

Financial Planning:Investment management only

Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Victory Capital Management INC.

September 2022 - Present · 3 yrs 5 mos

Victory Capital Services, INC.Broker

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

J.P. Morgan Securities LLC

October 2018 - October 2019 · 1 yr

J.P. Morgan Securities LLCBroker

August 2016 - October 2019 · 3 yrs 2 mos

Parkland Securities, LLCBroker

September 2015 - August 2016 · 11 mos

Fsc Securities CorporationBroker

May 2013 - August 2015 · 2 yrs 3 mos

Fidelity Brokerage Services LLCBroker

August 1995 - April 2013 · 17 yrs 8 mos

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.