Joseph ValdesCRD 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.
Northstar Financial Planners, Inc.
|H.d. Vest Investment Securities, Inc.||Miami, FL||Jul 1998 - Current||19|
|Msas Customs Logistics||Miami, FL||Jul 1995 - Current||22|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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