Howard Verfaillie has been an investment adviser representative at Victory Asset Management since June 2021, and is not listed among the firm’s executive officers or direct owners. Howard Verfaillie holds a Bachelor's degree in Business Administration from Rutgers University.
Victory Asset Management Co., Inc. is a Mullica Hill, NJ firm with $102M under management, 364 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Howard "Bud" Verfaillie is Life Care and Estate Planning Specialist of Victory Wealth Partners. He uses 45 years of retirement planning experience to help educate clients in Life Care and Estate Planning and provides elder care implementation strategies to protect assets during retirement. He has been an instructor and trainer for over 25 years and is a featured columnist for "Wealth Creation" magazine.
Howard Verfaillie’s longest registration was 16 years at Victory Fiduciary Consulting (2004–2020).
- LPL Financial LLCAlso current– present · 3 yearsAdviser representative · Firm CRD 6413
- Victory Wealth PartnersCurrent– present · 5 yearsMullica Hill, NJ · Adviser representative · Firm CRD 107203
- – · 16 yearsMullica Hill, NJ · Adviser representative · Firm CRD 107203
Professional designations
Listed by Victory Asset Management
- Accredited Investment Fiduciary (AIF®)
- Accredited Investment Fiduciary Analyst (AIFA®)
- Certified Financial Fiduciary (CFF)
- Professional Plan Consultant (PPC)
Investment adviser representative registrations
Howard Verfaillie is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2021; the most recent is Texas, in April 2026.
- MassachusettsSince 22 September 2021
- New JerseySince 7 February 2022
- TexasResidentSince 6 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 23 January 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 1996 |
| Series 62 | Corporate Securities Limited Representative Examination | 13 December 1994 |
| Series 22 | Direct Participation Programs Representative Examination | 12 April 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 March 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 December 1981 |
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Howard Roy Verfaillie
- CRD
- 1021537
- Firm
- Victory Asset Management · CRD 107203
- Office
- 53 NORTH MAIN STREET, Mullica Hill, NJ 08062
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- victorywealthpartners.com
Where does Howard Verfaillie work?
Howard Verfaillie is an investment adviser representative registered through Victory Asset Management Co., Inc. since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Howard Verfaillie a financial advisor?
Yes. Howard Verfaillie has a current investment-adviser registration in Massachusetts, New Jersey and Texas, through Victory Asset Management since June 2021.
How many years of experience does Howard Verfaillie have?
Howard Verfaillie has 22 years in the financial industry, since July 2004, across 2 adviser firms.
What exams has Howard Verfaillie passed?
Howard Verfaillie has passed 6 licensing exams: the Series 6, Series 63, Series 22, Series 62, Series 65 and Series 26. The earliest, the Series 6, was passed in December 1981.
Where did Howard Verfaillie work before Victory Asset Management?
Before Victory Asset Management, Howard Verfaillie was registered through Victory Fiduciary Consulting, February 2004 to December 2020.
Where is Howard Verfaillie based?
Howard Verfaillie’s registered office is in Mullica Hill, NJ.
Is Howard Verfaillie registered with FINRA?
No. Howard Verfaillie has no current broker registration.
How can I verify Howard Verfaillie’s record?
Search CRD 1021537 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Howard Verfaillie’s full registration record.
