Young
Park

Victrix Investment Advisors

CRD#5639897
Investment Advisor
in Bethesda, MD

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About this Advisor

Young Park is a financial advisor working in Bethesda, Maryland. Park is on the advisory team at Victrix Investment Advisors. Throughout their career, Park has worked at State Farm Vp Management Corp, Young Park Insurance Agency, Mass Mutual, Mml Investors Services, Jackson National Life Distributors LLC, Cuso Financial Services, Lp, Fortera Credit Union, Alexis Goines Agency - Allstate, Aafmaa Wealth Management & Trust, King Tide Advisors LLC and Victrix Investment Advisors. Park holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Maryland and Texas. Victrix Investment Advisors is a financial advisory business that has its headquarters in Stuart, FL. The company has offices in three locations and a total of six employees. It administers $109 million in assets between its 754 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 754 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Victrix Investment Advisors offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely vary depending on which service is offered. Fees billed by Victrix Investment Advisors most likely include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Bethesda, MD

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Victrix Investment Advisors Brokerage Details

Total Assets Under Management

$109,151,910

MD Average: $1,855,561,029
Total Number of Employees

6

MD Average: 62
Total Number of Accounts

754

MD Average: 2,474
Average Account Size

$144,764

MD Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Young Park Work History

Young has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Victrix Investment Advisors

2022 - Present (2 years)

King Tide Advisors LLC

2018 - 2018 (< 1 year)

Alexis Goines Agency - Allstate

2018 - 2022 (4 years)

Aafmaa Wealth Management & Trust

2017 - 2017 (< 1 year)

Fortera Credit Union

2015 - 2017 (2 years)

Cuso Financial Services, Lp

2014 - 2014 (< 1 year)

Mass Mutual

2014 - 2014 (< 1 year)

Mml Investors Services

2014 - 2015 (1 year)

Jackson National Life Distributors LLC

2009 - 2013 (4 years)

State Farm Vp Management Corp

2009 - 2013 (4 years)

Young Park Insurance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Young Park to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Victrix Investment Advisors

Kevin Kennedy
Stuart, FL
William Thompson
Stuart, FL
Joseph Forish
Stuart, FL
Ross Cutler
Stuart, FL
Young Park
Bethesda, MD
William Chapman
Stuart, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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