Unclaimed
Ada Brewster is a financial advisor registered in Texas. Ada is associated with Victory Capital Management Inc. She has been working in the financial services industry since 2013. Ada has passed Series 63, Series 65, Series 7, and Series 24 exams and holds a SIE designation. Ada is licensed to provide investment advisory services to a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. She is experienced with various financial products, including mutual funds, stocks, bonds, and other investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/04/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
03/25/2013 - 07/02/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/01/2015 - 12/14/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 12/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ada Brewster is the right advisor for you? Invested Better is here to help.