Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Walter Lipinski is a financial advisor registered with Victory Capital Management Inc. in SAN ANTONIO, TX. David has been in the financial services industry since 2002 and holds Series 7, Series 66, and SIE licenses. David's previous employers include USAA Financial Advisors, Inc., USAA Investment Management Company, Edward Jones, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David has expertise in various investment services such as 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
06/03/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
02/29/2008 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/27/2005 - 09/05/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MO
09/12/2003 - 11/29/2004
EDWARD JONES (ST. LOUIS MO)
NY
11/08/2000 - 04/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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