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Austin Wallace List

Victory Capital Management INC.
6 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 Services, INC.Broker
January 2024 - Present · 2 yrs 1 mo
Victory Capital Management INC.
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
American Funds Distributors, INC.
June 2020 - September 2023 · 3 yrs 3 mos
American Funds Distributors, INC.Broker
April 2020 - September 2023 · 3 yrs 5 mos
Pacer Financial, INC.Broker
March 2019 - January 2020 · 10 mos
State Registrations7 states
ALGAMSNCSCTXVA
AdvisorBroker
Exams
No exam information available for this advisor.