Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ann Tromm is a financial advisor with Victory Capital Management Inc. based in San Antonio, Texas. Barbara has been working in the financial industry since 2006. Barbara is registered with the state of Texas. Barbara's primary registration is with Victory Capital Management Inc. Barbara is also licensed to offer investment advisory services. Barbara's past work experience includes USAA Financial Advisors, Inc., NYLIFE Securities LLC. Barbara is registered with FINRA as well as the state of Texas.
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
06/01/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
12/21/2010 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/25/2006 - 12/14/2010
NYLIFE SECURITIES LLC (BOERNE TX)
IA
Issued 07/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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