Fernando Perez
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 InvestmentsMar 2025 to now
- Victory FinancialJan 2025 to now
- Victory Financial Group dba Capitalwise Wealth ManagementDec 2024 to now
- Equitable Advisors, LLCOct 2024 to Dec 2024
- Ryan WellsOct 2024 to Dec 2024
- Fidelity InvestmentsApr 2024 to Oct 2024
- UnemployedMar 2024 to Apr 2024
- Merrill LynchJun 2022 to Feb 2024
- AppleNov 2019 to Feb 2020
- University of Texas At El PasoFeb 2018 to Jun 2022
- UnemployedNov 2017 to Jan 2018
- Souper SaladsSep 2015 to Nov 2017
Exams passed
- 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
- 7390404
- Firm CRD
- 324943