Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Partida is an investment advisor representative registered with Victory Capital Management Inc. based in San Antonio, Texas. David has been active in the financial services industry since June 9, 2012. Previously, David worked at VICTORY CAPITAL SERVICES, INC. and USAA FINANCIAL ADVISORS, INC. David has a combined state law license (Series 66) and has passed the General Securities Principal Examination (Series 24), Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7). David has a specialization in Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles.
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
06/08/2023 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
01/09/2020 - 08/03/2022
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
02/04/2011 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 02/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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