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Paul Edward Perez

Victory Capital Management Inc.

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About Paul Edward Perez

Paul Edward Perez is a financial advisor who is registered with the state of Texas. Paul Edward Perez has been working in the financial industry since 2018. Currently, Paul Edward Perez is employed with Victory Capital Management Inc. Paul Edward Perez is also registered with Edward Jones and USAA Financial Advisors, Inc. Paul Edward Perez has a Series 66, Series 7 and SIE license.

Firm Information

Paul Perez is currently registered with Victory Capital Management Inc.. Victory Capital Management Inc. is an investment adviser registered with the SEC and headquartered in San Antonio, Texas. The firm provides a wide range of investment advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. They also offer model portfolios and select other advisers for their clients. Victory Capital Management Inc. manages over $151 billion in assets for various client types, including individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations.
Victory Capital Management Inc.

15935 LA CANTERA PKWY

SAN ANTONIO, TX 78256

$151.26B

Assets Under Management

11

Total Clients

61

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolios

Model portfolios

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Perez’s Registration & Firm History

TX

06/03/2021 - Present

Victory Capital Management Inc. (SAN ANTONIO TX)

TX

04/01/2019 - 08/13/2019

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

11/28/2017 - 08/11/2018

EDWARD JONES (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 01/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Edward Perez.
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