Thomas Mountain, financial advisor Durham NC

Thomas Mountain

CRD Number: 4268250
Current Firm: Valic Financial Advisors, Inc.

Thomas Mountain (CRD# 4268250) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 20 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Agfa Houston, TX Aug 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Thomas H. Mountain
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AZ
  • DC
  • FL
  • GA
  • MA
  • NC
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    21,117
    MILLIONS
  • Total Number of Accounts
    318,917
    ACCOUNTS
  • Average Account Value
    $66,215
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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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