Matthew Fannon, financial advisor Houston TX
69 score

Matthew Fannon

CRD Number: 6188754
Current Firm: Valic Financial Advisors, Inc.

Matthew Fannon (CRD# 6188754) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Houston, TX Dec 2014 - Current 2
First Command Financial Planning, Inc. Fort Worth, TX Jul 2013 - Dec 2014 1
First Command Insurance Services, Inc. Fort Worth, TX Jul 2013 - Dec 2014 1
University Of Houston Houston, TX Jan 2012 - Dec 2013 1
Universtiy Of Houston Houston, TX Jan 2011 - Dec 2013 2
Tyb/alodia Tomball, TX Dec 2006 - Jan 2011 4
Target Houston, TX Oct 2009 - Dec 2010 1
Unemployed Tomball, TX Mar 1991 - Dec 2006 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S63 Uniform Securities State Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Matthew S. Fannon
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TX
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
69

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