Thomas Shide, financial advisor Houston TX
88 score

Thomas Shide

CRD Number: 6309928
Current Firm: Valic Financial Advisors, Inc.

Thomas Shide (CRD# 6309928) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Houston, TX Mar 2014 - Current 2
Shade Houston, TX May 2010 - Mar 2014 3
Unemployed (school) Houston, TX Jan 2010 - May 2010 < 1
University Of Houston Houston, TX Jun 2007 - Dec 2009 2
Unemployed (school) Houston, TX Jan 2003 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Thomas M. Shide
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NM
  • OH
  • OR
  • PA
  • TX
  • WA
  • WI
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
88
Clean Record
This advisor has a clean track record with regulators.

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