Unclaimed
Gary Tromm is a financial advisor who has been in the industry since 2010. Gary is currently registered with Victory Capital Management Inc. and has a total of 52 state registrations. Gary has a Series 65, Series 63 and Series 7 securities licenses. Gary also holds the SIE. In addition to Victory Capital Management Inc., Gary has previously worked for USAA FINANCIAL ADVISORS, INC.. Gary's previous employment with USAA FINANCIAL ADVISORS, INC. was terminated on 7/1/2019.
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
10/15/2010 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 11/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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