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Robert Paul Barre

Victory Financial

Austin, TX

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Current Employers
Victory Financial

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-21
  • TX RA
    APPROVED
    Since 2024-02-21

Branch Locations

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 06/2018 08/2018
Texas A&M University College Station TX 08/2015 05/2019
Axa Advisors, Llc New York NY 05/2019 06/2020
Equitable Advisors, Llc New York NY 05/2019 02/2024
Purshe Kaplan Sterling Investments Albany NY 06/2024 Present
Victory Financial Group Austin TX 02/2024 Present
  • 06/2018 → 08/2018
    Fidelity Investments
    Westlake, TX
  • 08/2015 → 05/2019
    Texas A&M University
    College Station, TX
  • 05/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 05/2019 → 02/2024
    New York, NY
  • 06/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2024 → Present
    Victory Financial Group
    Austin, TX
Previous Registrations
Other Businesses

1)RIA: Victory Financial Group. Investment related. At the registered location. RIA. IAR. Financial Advisor.02/21/2024. 160. 32.5. providing investment advisory services. Providing investment advisory services. Fixed Insurance. Investment related. At the registered location. Fixed insurance. Agent. Agent. 02/21/2024. 40.40. Provide insurance advice based on the needs of client(s). 2) Victory Insurance. Not Investment related. 1100 NW Loop 410, Suite 700, San Antonio, TX 78213. Property and casualty insurance sales. Independent affiliate to the agency. 1.1. Generate leads of interested individuals or groups seeking support with insurance solutions. I will generate potential leads which I then will pass to the company and receive a commission for.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-15
S63 Uniform Securities Agent State Law Examination 2019-03-26
  • S66 Uniform Combined State Law Examination
    2020-05-15
  • S63 Uniform Securities Agent State Law Examination
    2019-03-26
Other Names
  • Robert Paul Barre
  • Robert Barre

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