Robert Paul Barre
Investment adviser representative at Victory Financial
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsJun 2024 to now
- Victory FinancialFeb 2024 to now
- Victory Financial GroupFeb 2024 to now
- Equitable Advisors, LLCMay 2019 to Feb 2024
- AXA Advisors, LLCMay 2019 to Jun 2020
- Fidelity InvestmentsJun 2018 to Aug 2018
- Texas A&m UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 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
- 7124156
- Firm CRD
- 324943