Noe
Fernandez

Victory Capital Management Inc

CRD#5307015
Investment Advisor
in San Antonio, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Noe Fernandez is a financial advisor based in San Antonio, Texas, working with Victory Capital Management Inc. Noe has previously held positions at Victory Capital Management Inc, Clear Choice Dental Implant Center, Transformco, Triton Stone Group, Teren Health, Advanced Pathology Solutions, Bostwick Laboratories, Victory Capital Services, Inc, and Encompass Home Health. Noe has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Noe is part of Victory Capital Management Inc, which operates out of San Antonio, Texas. The firm has 10 offices and 481 employees. The firm manages assets totaling $151.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Victory Capital Management Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

15935 La Cantera Pkwy
San Antonio, TX 78256

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$151,257,095,924

TX Average: $3,042,739,679
Total Number of Employees

481

TX Average: 49
Total Number of Accounts

2,923

TX Average: 2,315
Average Account Size

$51,747,210

TX Average: $1,314,358

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

Noe Fernandez Work History

2021 - Present (3 years)

Victory Capital Management Inc

2021 - Present (3 years)

Victory Capital Services, Inc

2020 - 2021 (1 year)

Transformco

2019 - 2020 (1 year)

Clear Choice Dental Implant Center

2018 - 2019 (1 year)

Triton Stone Group

2017 - 2018 (1 year)

Teren Health

2016 - 2017 (1 year)

Advanced Pathology Solutions

2015 - 2016 (1 year)

Encompass Home Health

2014 - 2014 (< 1 year)

Bostwick Laboratories

Disclosures

Please visit the SEC profile of Noe Fernandez 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

Jordan Boehne
San Antonio, TX
Brian Groover
San Antonio, TX
Ethan Fine
San Antonio, TX
Christian Oconnor
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Noe Fernandez
San Antonio, TX
Trent Marshall
San Antonio, TX
David Partida
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started