Privacy Policy

Victory Financial Group, LLC

At Victory Financial Group, we have developed a Privacy Policy (the “Policy”) that explains how we collect, use, and disclose your Personal Information. Please take a moment to familiarize yourself with our privacy practices and let us know if you have questions.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.

The Scope of this Policy

This Policy applies to Personal Information collected and used when you visit our website, www.victoryfinancialgroup.com (the “Website”), and from your interaction with any other Victory Financial product or offering, such as requesting a financial consultation or engaging with our investment advisory services (collectively referred to as the “Services”).

We treat any data that identifies you, or reasonably can be linked to you, as “Personal Information.” Data that has been de-identified or aggregated so that it cannot reasonably be linked to you is not Personal Information, and we may use that data for any purpose.

By accessing or using our Website or Services, you agree to this Policy and Victory Financial’s Terms of Use. If you do not agree, you should not use our Website or Services. Continued use constitutes acceptance of any changes.

Personal Information We Collect

We collect several types of Personal Information to provide our Website and Services, including:

Contact Information: Name, address, email, and phone number
Personal Identifiers: Social Security number*, government-issued ID*, date of birth, and employment history
Financial Information: Income, assets, liabilities, investment goals, account numbers, and other financial data
Professional or Employment-related Information: For advisor candidates, applicants, and partners
Commercial Information: Records of financial services inquired about or used
Internet or Similar Network Activity: Device type, IP address, usage, and browsing data
Inference-Based Information: Derived from the above to personalize your experience

*Some of this data may be considered Sensitive Personal Information (SPI) under California law.

How We Obtain Your Information

We obtain Personal Information from:

You, through website forms, communications, or service requests
Public Sources, such as government records or marketing databases
Service Providers, including custodians, data processors, and analytics partners
Business Partners, such as referral sources or affiliated advisors

Our Website does not currently respond to “Do Not Track” signals.

How We Use Your Information

We use Personal Information to:

Provide Services: Deliver investment advice, account management, and support
Communicate: Respond to inquiries and provide relevant financial communications
Personalize: Improve user experience and offer tailored services
Protect Security: Prevent fraud, enforce our policies, and safeguard your data
Comply with Law: Meet regulatory, licensing, and contractual obligations

Sharing of Personal Information

We do not sell your Personal Information. We may share data with:

Affiliates & Subsidiaries, such as Victory Insurance Group
Service Providers, to help deliver our products and services (e.g., CRM vendors, custodians)
Legal & Regulatory Authorities, to comply with the law or protect our business
With Your Consent, such as when referring you to an estate attorney or CPA

We do not share or sell opt-in text message consent data.

Employment and Advisor Applicant Information

We collect and use Personal Information from prospective employees and advisors, including for licensing and onboarding. Information may be used for identity verification, background checks, or compliance-related tasks.

Use of Cookies and Targeted Advertising

We use cookies, pixels, and analytics tools to:

Analyze Website traffic
Improve performance and navigation
Deliver relevant content or advertising

You may adjust browser settings to decline cookies. To opt out of interest-based advertising, visit Digital Advertising Alliance or click “Do Not Sell or Share My Personal Information” in our Website footer.

Security of Your Personal Information

We use administrative, technical, and physical safeguards to protect Personal Information. However, no system is 100% secure. You are responsible for protecting your account credentials.

Your Rights and Choices

You may:

Unsubscribe from Emails: Click “unsubscribe” in marketing messages
Opt-Out of Texts: Follow instructions in the message or email us at info@victoryfinancialgroup.com

If you are a resident of California, Colorado, Connecticut, Utah, or Virginia, you may have additional rights:

Right to Know what personal data we collect and use
Right to Delete data (with lawful exceptions)
Right to Correct inaccurate data
Right to Opt-Out of sale or sharing of your data
Right to Limit Use of Sensitive Personal Information (see below)
Right to Appeal denied data requests
Right to Non-Discrimination for exercising your rights

To exercise these rights, visit www.victoryfinancialgroup.com or email us at info@victoryfinancialgroup.com.

Limiting Use of Sensitive Personal Information (California Residents)

Victory Financial Group collects certain types of Sensitive Personal Information (SPI), such as Social Security numbers, financial account details, and government IDs, solely for legitimate business purposes such as account servicing, identity verification, and compliance with legal obligations.

We do not use SPI to infer characteristics about you. Therefore, under California law, we are not required to provide a separate “Limit the Use of My SPI” mechanism at this time.

Notice of Financial Incentive (California Residents)

Victory Financial Group does not offer financial incentives, discounts, or pricing differences in exchange for personal information. If that changes, this section will be updated with required disclosures and opt-in methods in accordance with the California Consumer Privacy Act.

Retention

We retain your Personal Information as long as necessary to provide services, meet legal obligations, and support business operations. When no longer needed, your information is securely deleted.

Children

Our Website and Services are not intended for children under 13. We do not knowingly collect data from children under 13. If you believe we’ve collected such information, please contact us and we will delete it promptly.

Changes to This Policy

We may update this Policy from time to time. Material changes will be posted on this page or communicated directly. The effective date of the most recent update is noted at the top of this document.

If you have questions about this Policy or how we handle your Personal Information, contact us by any of the following methods:

Email: info@victoryfinancialgroup.com
Phone: (512) 763-7671
Website: https://www.victoryfinancialgroup.com/