Shannon
Gillis

Victory Capital Management Inc

CRD#4894201
Investment Advisor
in San Antonio, TX

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About this Advisor

Shannon Gillis is a financial advisor based in San Antonio, Texas, working with Victory Capital Management Inc. Shannon has previously held positions at Jpmorgan Securities LLC, Td Ameritrade, Vandergriff Toyota, Dealer Socket, Nylife Securities LLC, New York Life Insurance Co, Victory Capital Services, Inc, Victory Capital Management, Inc, and Eagle Strategies LLC. Shannon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Shannon 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 63, Series 65

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

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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

Shannon Gillis Work History

2021 - Present (3 years)

Victory Capital Services, Inc

2021 - Present (3 years)

Victory Capital Management, Inc

2019 - 2021 (2 years)

Eagle Strategies LLC

2018 - 2018 (< 1 year)

Vandergriff Toyota

2018 - 2018 (< 1 year)

Dealer Socket

2018 - 2021 (3 years)

Nylife Securities LLC

2018 - 2021 (3 years)

New York Life Insurance Co

2015 - 2018 (3 years)

Td Ameritrade

2013 - 2015 (2 years)

Jpmorgan Securities LLC

Disclosures

Please visit the SEC profile of Shannon Gillis 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
Christian Oconnor
San Antonio, TX
Brian Groover
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Ethan Fine
San Antonio, TX
Noe Fernandez
San Antonio, TX
James Fagan
Troy, MI
Curtis Tobler
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.

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