Jose Pantoja, financial advisor Cypress TX

Jose Pantoja

CRD 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.

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Nxt:gen Financial Planning
Company Name Location Dates Years
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
Contact Info for Jose A. Pantoja
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    26,915
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $74,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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