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Trent William scott Marshall

Victory Capital Management Inc.

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About Trent William scott Marshall

Trent William scott Marshall is a financial advisor with Victory Capital Management Inc. based in San Antonio, Texas. Trent has been working in the financial industry since November 5, 2014, and specializes in investments, portfolio management, and providing financial services for high-net-worth individuals, individuals other than high-net-worth, corporations, and pooled investment vehicles.

Firm Information

Trent Marshall 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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Trent Marshall’s Registration & Firm History

TX

10/04/2023 - Present

Victory Capital Management Inc. (SAN ANTONIO TX)

NM

10/21/2013 - 05/23/2016

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

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Licenses & Designations

BC

Issued 12/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trent William scott Marshall.
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