Drew Tamaki, financial advisor Emeryville CA
93 score

Drew Tamaki

CRD Number: 1223183
Current Firm: Valic Financial Advisors, Inc.

Drew Tamaki (CRD# 1223183) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Emeryville, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Emeryville, CA Mar 2010 - Current 6
Metlife Securities Inc. Carlsbad, CA Nov 1998 - Jan 2010 11
Metropolitan Life Insurance Company Carlsbad, CA Nov 1998 - Jul 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Drew M. Tamaki
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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