Kyle Wardlaw
Energizer · DISC type IKyle Wardlaw is the President and CCO of Victory Financial Group, where he focuses on empowering independent advisors. With over 15 years in financial services, including a key leadership role at Lion Street Financial, he is an expert in wealth management and holds FINRA Series 7, 24, 53, and 66 licenses.
He is a graduate of Texas AM University with a degree in Finance. Public records indicate he resides in the Austin, Texas area with his family.
Unique fact: He holds the FINRA Series 53 license, qualifying him as a Municipal Securities Principal, a specialized designation in the industry.
Read the full overview →How Kyle shows up
They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.
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DISC profile (public)
Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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