Rachel BaromaCRD Number: 2969847
Current Firm: Valic Financial Advisors, Inc.
Rachel Baroma (CRD# 2969847) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Glendale, CA and has over 18 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Valic Financial Advisors, Inc.||Glendale, CA||Sep 2009 - Current||7|
|Baroma Financial||North Hollywood, CA||Nov 2008 - Sep 2009||< 1|
|Burnett Retirement Planning||Thousand Oaks, CA||Oct 2008 - Sep 2009||< 1|
|Metlife||Torrance, CA||Jan 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- 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