Kyle Wardlaw

President at Victory Financial Group

Role: President at Victory Financial
Location: Austin, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Kyle Wardlaw

With over 15 years of experience, Kyle Wardlaw is a leader in the financial services industry. As President and CCO at Victory Financial Group it is his mission to deliver a platform where independent advisors can provide their clients with the highest level of service and advice to help secure their legacy and prosperity. Prior to joining Victory Financial Group Kyle worked at Lion Street Financial overseeing all sales and revenue for the broker dealer and RIA. He is a registered representative holding the FINRA Series 7, 24, 53 and 66 licenses.

Experience

President
Victory Financial
May 2023 — Present · Austin, TX, US

Skills

Investments
Insurance
Finance
Management
Retirement
Project Management
Strategic Planning
Leadership
Sales

Contact information

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Work email
•••••@victoryfinancialgroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Victory Financial

Financial Services · 43 employees · Founded 2023 · Austin, Texas, United States

Victory Financial was built from a group of established, successful advisors with the same philosophies on how to run our business. We build authentic relationships and deliver only the best service and products to our clients. At Victory Financial Group our advisors are fiercely independent and have access to a broad array of financial solutions. Our structure is unique in the industry and allows our advisors total independence, full ownership of their books, and the opportunity for partial ownership in the platform. Victory Financial Group is an SEC Registered Investment Advisor. Securities may be offered through registered representatives of Purshe Caplan Sterling Investments (PKS), Member FINRA/SIPC. Investment advisory services may be offered through appropriately licensed representatives of VFG. VFG is not affiliated with PKS.

victoryfinancialgroup.com

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