Unclaimed
Kimberly Gunther is a financial professional with over six years of experience in the industry. Kimberly is currently registered with Victory Capital Management Inc. in San Antonio, TX. Kimberly has been working in the financial services industry since 2013. Kimberly is a Series 63, Series 65, and Series 7 licensed professional. Kimberly has also passed the SIE exam. In addition to her current role with Victory Capital Management Inc., Kimberly has experience with USAA Financial Advisors, Inc. Kimberly's areas of specialization include fixed income, mutual funds, variable annuities, stocks, and ETFs.
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
06/01/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/16/2013 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 10/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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