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CV

Clarissa Velez

Victory Capital Management INC.
25 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
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
April 2013 - January 2018 · 4 yrs 9 mos
USAA Investment Management Company
March 2008 - May 2013 · 5 yrs 2 mos
USAA Financial Advisors, INC.Broker
September 2007 - July 2019 · 11 yrs 10 mos
USAA Investment Management CompanyBroker
January 2005 - December 2007 · 2 yrs 11 mos
Alliancebernstein Investment Research and Management, INC.Broker
October 2000 - January 2005 · 4 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.