Unclaimed
Ernest Lon Scharff is an Investment Advisor Representative registered with Victory Capital Management Inc. Ernest has been in the industry for 26 years. Ernest has been registered with Victory Capital Management Inc. since 2021. Prior to that, Ernest was registered with USAA Financial Advisors, INC., USAA INVESTMENT MANAGEMENT COMPANY, SALOMON SMITH BARNEY INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Ernest is licensed in 52 states and the District of Columbia. Ernest has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE), the Futures Managed Funds Examination (Series 31), and the General Securities Representative Examination (Series 7). Ernest has worked with a variety of clients including insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Ernest provides portfolio management for businesses, individuals, 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.
1
2
TX
01/21/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/06/2007 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/05/1999 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
02/10/1998 - 03/31/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
11/17/1995 - 01/29/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/17/1995 - 01/29/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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