Joseph Valdes, financial advisor Miami FL
87 score

Joseph Valdes

CRD Number: 3059653
Current Firm: Valic Financial Advisors, Inc.

Joseph Valdes (CRD# 3059653) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Securities, Inc. Miami, FL Jul 1998 - Current 18
Msas Customs Logistics Miami, FL Jul 1995 - Current 21

Joseph Valdes has no recent exams reported.
Contact Info for Joseph Valdes
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
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
87
Clean Record
This advisor has a clean track record with regulators.

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