Jose PantojaCRD Number: 7437628
Current Firm: Valic Financial Advisors, Inc.
Jose Pantoja (CRD# 7437628) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Cypress, TX and has 1 year of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Valic Financial Advisors||Houston, TX||Sep 2021 - Current||< 1|
|Unemployed||Cypress, TX||May 2021 - Sep 2021||< 1|
|Sam Houston State University||Cypress, TX||Aug 2017 - May 2021||3|
|United States Marine Corps||Oceanside, CA||Sep 2005 - Jul 2017||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management26,915MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- 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, WY
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