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Clarissa Velez

Victory Capital Management Inc.

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About Clarissa Velez

Clarissa Velez is a registered investment advisor representative with Victory Capital Management Inc. Clarissa has been in the industry since 2000 and has held previous roles with USAA Financial Advisors, Inc. and USAA Investment Management Company. Clarissa has successfully completed the Series 6, 7, 63 and 65 exams, as well as the SIE exam.

Firm Information

Clarissa Velez is currently registered with Victory Capital Management Inc.. Victory Capital Management Inc. is an investment adviser registered with the SEC and headquartered in San Antonio, Texas. The firm provides a wide range of investment advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. They also offer model portfolios and select other advisers for their clients. Victory Capital Management Inc. manages over $151 billion in assets for various client types, including individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations.
Victory Capital Management Inc.

15935 LA CANTERA PKWY

SAN ANTONIO, TX 78256

$151.26B

Assets Under Management

11

Total Clients

61

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolios

Model portfolios

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Clarissa Velez’s Registration & Firm History

TX

06/01/2021 - Present

Victory Capital Management Inc. (SAN ANTONIO TX)

TX

09/10/2007 - 07/01/2019

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

01/27/2005 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TN

10/02/2000 - 01/10/2005

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

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Licenses & Designations

IA

Issued 02/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 09/29/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clarissa Velez.
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