Victoria Grace Palermo
Investment adviser representative at Advisors Asset Management, Inc.
12 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Advisors Asset Management, Inc.Jun 2019 to now
- First Baptist ChurchJul 2019 to Dec 2019
- Mattson Fin. ServicesSep 2018 to Oct 2018
- Advisors Asset Management, IncMay 2018 to Aug 2018
- Advisors Asset Management, IncMay 2017 to Aug 2017
- First Presbyterian ChurchJan 2017 to Sep 2017
- Baylor UniversityAug 2015 to May 2019
- SelfAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6346401
- Firm CRD
- 46727