Carolyn
Carrillo
Victory Capital Management Inc
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About this Advisor
Carolyn Carrillo is a financial advisor operating out of San Antonio, Texas with 2 years of relevant experience. Carrillo is currently employed by Victory Capital Management Inc. Their career trajectory has included roles at Usaa Financial Advisors, Inc, Usaa Life Insurance Company, Usaa Investment Management Company, Victory Capital Management Inc, Usaa Financial Planning Services, Fis Global and Victory Capital Advisers, Inc. Carrillo has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Victory Capital Management Inc is a company that has its headquarters in San Antonio, TX. The company has offices in 10 locations and a total of 510 financial advisors. It administers $141 billion in total assets between its 3,419 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 54 charitable organizations. Of its 3,419 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on the financial services provided. However, fees charged by Victory Capital Management Inc likely include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victory Capital Management Inc Brokerage Details
$140,836,403,633
510
3,419
$41,192,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Carolyn Carrillo Work History
Carolyn has been registered as a financial advisor for 2 years.*
Victory Capital Management Inc
Victory Capital Advisers, Inc
Fis Global
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa Investment Management Company
Usaa Life Insurance Company
Usaa Financial Advisors, Inc
*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 Carolyn Carrillo 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 Victory Capital Management Inc
San Antonio, TX
Troy, MI
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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