Meredith
Loyd
Victory Capital Management Inc
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About this Advisor
Meredith Loyd is a financial advisor based in Englewood, Colorado with a total of 4 years of industry experience. Loyd is on the advisory team at Victory Capital Management Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Advisors Financial Network, LLC, Oppenheimerfunds and Victory Capital Advisers. Loyd holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Victory Capital Management Inc is a company based out of San Antonio, TX. It has offices in 10 locations and a total of 510 advisors. It administers $141 billion in total assets across its 3,419 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 54 charities and foundations. Of its 3,419 client accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business has a broad range 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. Fees charged by financial advisors vary depending on the financial services provided. Fees billed by Victory Capital Management Inc most likely consist 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
Meredith Loyd Work History
Meredith has been registered as a financial advisor for 4 years.*
Victory Capital Advisers
Oppenheimerfunds
Wells Fargo Advisors Financial Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Meredith Loyd 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
Manhattan Beach, CA
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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