Barbara Ann Tromm

Victory Capital Management INC.

19 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.

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

August 2014 - January 2018 · 3 yrs 5 mos

USAA Financial Advisors, INC.Broker

December 2010 - July 2019 · 8 yrs 7 mos

Nylife Securities LLCBroker

September 2006 - December 2010 · 4 yrs 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.