John Breard, financial advisor Atlanta GA
77 score

John Breard

CRD Number: 6251966
Current Firm: Valic Financial Advisors, Inc.

John Breard (CRD# 6251966) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Atlanta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Atlanta, GA Oct 2013 - Current 3
Self Employed Insurance Agent Mcdonough, GA Sep 2009 - Oct 2013 4
Anthem College Atlanta, GA May 2012 - Dec 2012 < 1
Self Employed Insurance Agent Mcdonough, GA May 2011 - May 2012 1
Medtech College Morrow, GA Feb 2010 - Apr 2011 1
Self Employed Insurance Agent Mcdonough, GA Sep 2009 - Jan 2010 < 1
Ayers Career College Shreveport, GA Oct 2001 - Jun 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John M. Breard
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
77

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