Phillip John Flores
Investment adviser representative at Victory Financial
12 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
12 years in the industry.
- Victory FinancialFeb 2024 to now
- Purshe Kaplan Sterling InvestmentsFeb 2024 to now
- Victory Financial GroupFeb 2024 to now
- Equitable AdvisorsOct 2020 to Feb 2024
- UnemployedMay 2019 to Oct 2020
- Jordan FordJan 2019 to Mar 2019
- Texas State UniversityAug 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
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
- 7287865
- Firm CRD
- 324943