Victory Financial logo

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.

Find Victory Financial employees' phone numbers or email addresses

Victory Financial Global Highlights

Location
Employees

North America
41

Minus sign iconPlus sign icon
  • United States Of America
    41

Victory Financial's Leadership

  • Stylized image of a person
    C. W.
    Founding Partner
  • Stylized image of a person
    A. S.
    Director Of Investments
  • Stylized image of a person
    D. P.
    Senior Financial Advisor

Victory Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Education
  • Accounting
  • Administrative
  • Other
  • Business Development
  • Entrepreneurship

Contact profiles from Victory Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. W.
    Founding Partner
    May 08, 2026
  • Stylized image of a person
    A. S.
    Director Of Investments
    Jun 08, 2026
  • Stylized image of a person
    D. P.
    Senior Financial Advisor
    Jun 26, 2026

Frequently Asked Questions

What is Victory Financial known for?

Minus sign iconPlus sign icon
Victory Financial was founded in 2023 operates in the Financial Services industry. Explore Victory Financial's company overview page for more information.

What is Victory Financial's most common email format?

Minus sign iconPlus sign icon
Victory Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Victory Financial email formats with LeadIQ.

How many employees does Victory Financial have currently?

Minus sign iconPlus sign icon
Victory Financial has approximately 43 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Victory Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Victory Financial's key employees include:

  • Founding Partner: C. W.
  • Director Of Investments: A. S.
  • Senior Financial Advisor: D. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.