Steven Magidson, financial advisor Merrillville IN
93 score

Steven Magidson

CRD Number: 1200770
Current Firm: Valic Financial Advisors, Inc.

Steven Magidson (CRD# 1200770) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Merrillville, IN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Investment Services Company Merrillville, IN Oct 1998 - Current 19
Variable Annuity Life Insurance Co Chicago, IL Sep 1983 - Current 34
The Variable Annuity Marketing Company Indianapolis, IN Sep 1983 - Current 34
National Life & Acc Ins Co Hammond, IN May 1981 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Steven R. Magidson
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CO
  • CT
  • KY
  • LA
  • NM
  • OH
  • TX
  • WI
  • MI
  • IN
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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