Victory Wealth Services, LLC

Victory Wealth Services, LLC (CRD# 290270) is a financial advisory firm headquartered in Prescott, AZ. They manage $20,018,290 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3741 Karicio Lane, Suite 2, Prescott, AZ 86303
https://www.linkedin.com/in/jameshait/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $196,258
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Victory Wealth Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Hait, financial advisor Prescott AZ
James N. Hait
CRD#: 4628092
3741 Karicio Lane, Suite 2, Prescott, AZ 86303

James Hait (CRD# 4628092) is an Investment Advisor Representative working at Victory Wealth Services, LLC in Prescott, AZ and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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