William Patriarca, financial advisor Linthicum Heights MD
78 score

William Patriarca

CRD Number: 6051964
Current Firm: Valic Financial Advisors, Inc.

William Patriarca (CRD# 6051964) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Linthicum, MD Aug 2015 - Current 1
Wells Fargo Advisors, LLC Baltimore, MD Jan 2013 - Jul 2015 2
Wells Fargo Bank Na Baltimore, MD Nov 2012 - Jul 2015 2
Ing Financial Partners Vienna, VA Jul 2012 - Oct 2012 < 1
American Public University Systems Charles Town, WV Apr 2011 - Jun 2012 1
Unemployed Myrtle Beach, SC Aug 2010 - Apr 2011 < 1
United States Census Bureau Florence, SC Apr 2010 - Aug 2010 < 1
Unemployed Myrtle Beach, SC Dec 2007 - Apr 2010 2
Ctx Mortgage Company Myrtle Beach, SC Jun 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for William L. Patriarca
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • DC
  • MD
  • VA
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
78

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