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Carolyn Suzanne Carrillo

Victory Capital Management INC.
26 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 CompanyBroker
November 2011 - November 2016 · 5 yrs
USAA Investment Management Company
March 2009 - November 2016 · 7 yrs 8 mos
USAA Financial Advisors, INC.Broker
September 2007 - July 2019 · 11 yrs 10 mos
USAA Investment Management CompanyBroker
April 2005 - April 2008 · 3 yrs
USAA Investment Management CompanyBroker
January 1997 - August 2003 · 6 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.