TrueAdvisor
TrueAdvisor
AC
AC

Adam James Cook

Victory Capital Management INC.
29 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Victory Capital Management INC.
June 2021 - Present · 4 yrs 8 mos
Victory Capital Services, INC.Broker
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
November 2016 - January 2018 · 1 yr 2 mos
USAA Investment Management Company
April 2013 - November 2016 · 3 yrs 7 mos
USAA Financial Advisors, INC.Broker
October 2007 - July 2019 · 11 yrs 9 mos
USAA Investment Management CompanyBroker
September 1999 - November 2016 · 17 yrs 2 mos
Citicorp Investment ServicesBroker
July 1997 - August 1999 · 2 yrs 1 mo
American Express Financial Advisors INC.Broker
March 1996 - June 1997 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
March 1996 - June 1997 · 1 yr 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.