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Victory Wealth Services Employee Directory

Investment ManagementArizona, United States11-50 Employees

Victory Wealth Services is a Prescott, Arizona-based investment advisory firm that operates as a state-registered adviser. The team focuses on helping clients align their financial decisions with their most important goals and deeply held values, and on organizing their overall financial picture. It aims to provide clients with confidence in their plan regardless of market or economic fluctuations. 

 Annuities and insurance products are provided by various insurance companies and offered through Victory Insurance & Financial Services, LLC., a licensed insurance agency doing business as Victory Wealth Services in AZ. The firm positions itself within the investment management industry as a state-registered adviser, and it notes that risk disclosures are provided in its advisory materials. A 2025 update indicates the firm has been recognized on national top-10 retirement lists, reflecting Prescott's reputation as a retirement destination.

Find Victory Wealth Services employees' phone numbers or email addresses

Victory Wealth Services Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Victory Wealth Services's Leadership

  • Stylized image of a person
    L. T.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Director Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. F.
    Relationship Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Cfp®/Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Financial Advisor
    Phone icon
    Mobile Phone

Victory Wealth Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Victory Wealth Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. T.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesArizona
    Jan 11, 2024
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
    Mobile Phone
    United StatesArizona
    May 23, 2026
  • Stylized image of a person
    K. K.
    Director Of Marketing
    Phone icon
    Mobile Phone
    United StatesArizona
    Dec 04, 2024
  • Stylized image of a person
    C. B.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Nov 13, 2024
  • Stylized image of a person
    S. F.
    Relationship Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Sep 11, 2025
  • Stylized image of a person
    D. D.
    Cfp®/Paraplanner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 09, 2026
  • Stylized image of a person
    S. S.
    Client Service Specialist
    Phone icon
    Mobile Phone
    United StatesArizona
    Aug 12, 2025
  • Stylized image of a person
    J. H.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    May 31, 2026
  • Stylized image of a person
    S. A.
    Client Services Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 16, 2026
  • Stylized image of a person
    D. D.
    Cfp/Paraplanner
    Phone icon
    Mobile Phone
    Mar 09, 2026

Frequently Asked Questions

What is Victory Wealth Services known for?

Minus sign iconPlus sign iconVictory Wealth Services was founded in 2005 operates in the Investment Management industry. The company's main headquarters is located in 3741 Karicio Lane Suite 2 Prescott, Arizona 86303 United States; you can contact the main corporate office by phone at
+1-928-778-****
. Explore Victory Wealth Services's company overview page for more information.

What is Victory Wealth Services's most common email format?

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

How many employees does Victory Wealth Services have currently?

Minus sign iconPlus sign iconVictory Wealth Services has approximately 13 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Victory Wealth Services's key employees and leadership?

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As of June 2026, Victory Wealth Services's key employees include:

  • Chief Operating Officer: L. T.
  • Owner: J. H.
  • Director Of Marketing: K. K.
  • Senior Financial Advisor: C. B.
  • Relationship Advisor: S. F.

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