DFX Intelligence
Advisors
Advisors registered through Victory Financial
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Kyle Wardlaw dual registrant | Victory Financial independent RIA | Austin, Tx | May 18, 2023 | 17 y | 3 | 1 |
| Andrew Philip Warren dual registrant | Victory Financial independent RIA | Austin, Tx | Aug 17, 2023 | 22 y | 1 | 1 |
| Peter Merrill Warren dual registrant | Victory Financial independent RIA | Austin, Tx | Aug 17, 2023 | 16 y | 1 | 1 |
| C••••••••• R••••• W•••• Certified Financial Planner · dual registrant | V•••••• F•••••••• independent RIA | Liberty Hill, Tx | Apr 25, 2023 | 23 y | 2 | 1 |
| R••• C••••••••• W•••• dual registrant | V•••••• F•••••••• independent RIA | Austin, Tx | Dec 18, 2024 | 17 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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55 advisors match.