AdFi
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Kevin M Trevor-Wilson

Investment Adviser Representative at VICTORY CAPITAL MANAGEMENT INC.

San Antonio, TXCRD #2366498Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
52 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/3/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 11/4/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/14/2015
Series 2
Non-Member General Securities Examination
Passed 3/29/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/16/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Victory Capital Management Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VICTORY CAPITAL MANAGEMENT INC.Current
6/29/2026 – San Antonio, TX
J.P. MORGAN SECURITIES LLC
7/1/2016 – 10/22/2021San Antonio, TX
FORESIDE FUND SERVICES, LLC
6/15/2015 – 1/6/2016Portland, ME
U.S. GLOBAL BROKERAGE, INC.
6/21/2012 – 6/25/2015San Antonio, TX
AMERICAN FUNDS DISTRIBUTORS, INC.
2/22/2007 – 5/10/2012San Antonio, TX
ALLIANCEBERNSTEIN INVESTMENTS, INC.
5/8/2000 – 10/18/2006San Antonio, TX
U.S. GLOBAL BROKERAGE, INC.
9/3/1998 – 4/18/2000San Antonio, TX

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View VICTORY CAPITAL MANAGEMENT INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin M Trevor-Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kevin M Trevor-Wilson - Financial Advisor in San Antonio, TX | AdvisorFinder