Robert Lee Wells

Employer firm

Victory Capital Management Inc. CRD 106189

$283B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• MODEL PORTFOLIOS; RESEARCH SERVICES FOR A FEE TO CERTAIN NON-RELATED PERSONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 06/2019
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2008 → 06/2019
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 01/2018 → 06/2019
  Usaa Investment Management Company
  San Antonio, TX
• 07/2019 → 11/2021
  Victory Capital Services, Inc.
  Brooklyn, OH
• 03/2022 → Present
  Victory Capital Services, Inc.
  San Antonio, TX
• 03/2022 → Present
  Victory Capital Management, Inc
  San Antonio, TX
• 11/2021 → 03/2022
  Cuellar And Associates
  San Antonio, TX

Previous Registrations

• 2021-01-21 → 2021-11-10
  Victory Capital Management Inc.
  San Antonio, TX
• 2018-01-08 → 2019-07-08
  Usaa Investment Services Company
  San Antonio, TX
• 2008-02-04 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2006-08-24 → 2008-01-25
  Citigroup Global Markets Inc.
  Baton Rouge, LA
• 2005-05-24 → 2006-08-21
  Thrivent Investment Management Inc.
  Gonzales, LA
  Gonzales, LA

Exams

• S66 Uniform Combined State Law Examination
  2005-05-23

Other Names

• Robert Lee Wells
• Robert Lee Wells
• Robert Lee Wells