Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Wallace List is a registered investment advisor representative with Victory Capital Management Inc. Austin has been in the industry since November 2019 and is licensed in Alabama, Georgia, Mississippi, North Carolina, South Carolina, Texas, and Virginia. Austin is a Series 66, Series 7TO and SIE licensed individual and is a specialist in investment companies, pension and profit sharing plans, corporations or other businesses, charitable organizations and high net worth individuals. Before working at Victory Capital Management Inc. Austin worked at American Funds Distributors, Inc. and Pacer Financial, Inc.
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.
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2
TX
01/17/2024 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
04/13/2020 - 09/13/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
PA
03/21/2019 - 01/02/2020
PACER FINANCIAL, INC. (Malvern PA)
BOTH
Issued 06/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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