Kyle Wardlaw is a registered investment advisor, based in Austin, TX, with 17 years of industry experience.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is the President and CCO of Victory Financial Group, LLC, a registered investment advisor, dedicating a significant amount of time to its growth, compliance, and operations. Kyle is also the President of Victory Insurance, LLC, a P&C insurance agency, and an agent at an independent insurance agency, spending about a quarter of his time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Victory Financial
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Assent LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.