Victory Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Victory Financial is a financial services firm based in Austin, Texas, formed by a group of established advisors who value long-term client relationships and high-quality service. The company emphasizes advisor independence, providing access to a broad range of financial solutions while allowing advisors to own their client books and potentially participate in ownership of the platform. As an SEC Registered Investment Adviser, Victory Financial offers investment advisory services through appropriately licensed representatives, with securities available through registered representatives of Purshe Caplan Sterling Investments; the firm notes it is not affiliated with PKS. The structure aims to support autonomous advisory practice within a shared framework focused on client outcomes. Recent developments include a partnership with Orion Advisor Solutions to streamline operations, with the full transition completed in three days. This indicates a focus on improving processes and service delivery for clients.

Sign up for free to view info

Company overview Email format