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Young Soo Park

Victrix Investment Advisors

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About Young Soo Park

Young Soo Park is a financial advisor with Victrix Investment Advisors. Young Soo Park is licensed in Maryland and Texas and has been in the financial services industry for 14 years. Young Soo Park specializes in providing financial planning, portfolio management for individuals and pension consulting services. Young Soo Park's firm, Victrix Investment Advisors, manages over $260 million in assets for a range of clients, including high-net-worth individuals, families, and pension plans. Young Soo Park is committed to providing personalized financial advice that helps clients achieve their goals.

Firm Information

Young Park is currently registered with Victrix Investment Advisors. Victrix Investment Advisors is an investment advisor located in STUART, FL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans. The firm has 6 investment adviser representatives. The firm's regulatory assets under management total $261,383,906 with $260,272,011 discretionary.
Victrix Investment Advisors

823 SE OSCEOLA ST

STUART, FL 34994

$261.38M

Assets Under Management

2

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Young Park’s Registration & Firm History

MD

01/31/2023 - Present

Victrix Investment Advisors (Bethesda MD)

KY

01/12/2015 - 02/17/2017

CUSO FINANCIAL SERVICES, L.P. (Hipkinsville KY)

TN

04/16/2014 - 01/12/2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

TN

01/07/2014 - 03/27/2014

MML INVESTORS SERVICES, LLC (BRENTWOOD TN)

HI

03/02/2009 - 08/16/2013

STATE FARM VP MANAGEMENT CORP. (MILILANI HI)

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Licenses & Designations

IA

Issued 03/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Young Soo Park.
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