William Earl Taylor

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

• 12/2021 → Present
  Victory Capital Transfer Agency
  San Antonio, TX
• 03/2022 → Present
  Victory Capital Services, Inc
  San Antonio, TX
• 01/2018 → 10/2020
  Wyndham Destinations
  San Antonio, TX
• 10/2020 → 07/2021
  Grainger
  San Antonio, TX
• 01/2016 → 10/2017
  H.C.S.C Den Helder
  Den Helder
• 10/2017 → 12/2017
  Unemployed
  San Antonio, TX
• 08/2021 → 11/2021
  Unemployed
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27
• S63 Uniform Securities Agent State Law Examination
  2022-07-08

Other Names

• William Earl Taylor