Victory Wealth Services
The team at Victory, works to help you: 1⃣ Align financial choices with your most important goals & deeply held values. 2⃣ Work to get your entire financial house in order. 3⃣ Gain the highest level of confidence – regardless of what happens in the markets or economy. VICTORY WEALTH SERVICES (VICTORY) is a state-registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk & are not guaranteed. VICTORY has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. VICTORY has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to https://victorywealth.com/firm-brochure/ for the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature & timing of the investments & relevant constraints of the investment. VICTORY has presented information in a fair & balanced manner. VICTORY is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed. Although the firm does not charge a fee for attending a consultation/meeting, & said consultation/meeting offers the attendees educational information, by contacting us, you may be offered information regarding the purchase of insurance & investment products. Annuities & insurance products are provided by various insurance companies & offered through Victory Insurance & Financial Services, LLC, a licensed insurance agency, DBA Victory Wealth Services in AZ.
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Verified contacts
10
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- CB
Carrie Brumbaugh
Financial Service Advisor · Sales & Business Development
EmailPhone - JH
James Hait
Financial Advisor · Finance & Accounting
EmailPhone - SA
Shaheena Ahamed
Client Services Advisor · Customer/Client Service
EmailPhone - AG
Ali Gilliland
Director of Marketing · Advertising & Marketing
EmailPhone - DD
Darin Doty
Cfp Paraplanner · Finance & Accounting
EmailPhone - SS
Sean Sandefur
Client Service Specialist · Customer/Client Service
EmailPhone - LT
Lauren Tidwell
Chief Operating Officer · General Business & Management
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Victory Wealth Services
8 distinct titles indexed · top 8 shown.
- 1administrative manager
- 1cfp paraplanner
- 1chief operating officer
- 1client service specialist
- 1client services advisor
- 1director of marketing
- 1financial advisor
- 1financial service advisor
Sign up to unlock all 10 contacts at Victory Wealth Services
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