Tomas OrtizCRD Number: 5631114
Current Firm: Valic Financial Advisors, Inc.
Tomas Ortiz (CRD# 5631114) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Austin, TX and has over 8 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Valic Financial Advisors, Inc.||Austin, TX||Apr 2010 - Current||7|
|Estudio Cuatro||San Antonio, TX||Aug 2009 - Dec 2012||3|
|Edward Jones||St. Louis, MO||Jan 2009 - Oct 2009||< 1|
|Unemployed||Converse, TX||Mar 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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