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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2014
- Office Locations
- 2
Office Locations
About Victory Wealth Services, LLC
Victory Wealth Services is a Prescott, Arizona-based wealth manager and fiduciary planning firm that has served as a local community partner for 20 years. Its proprietary Victory Plan process aligns retirement and broader financial roadmaps to client goals and values, with guidance on taxes and ongoing portfolio management. The firm commonly builds allocations with mutual funds and ETFs and works with major custodians including Schwab and Fidelity/NFS.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JAMES NATHAN HAIT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4628092
- Ownership
- 50% but less than 75%
Leslie Sue Hait
Financial Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Carrie Brumbaugh
Financial Advisor
- CRD
- #6892927
DARIN SCOTT DOTY
--
- CRD
- #4774953
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,355,706 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,355,706 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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