Fernando De La Rosa (CRD# 5792979) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 13 years of experience in the finance industry.
CRD# 6247916
Chimera Wealth
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors | Houston, TX | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- AL
- CA
- HI
- OR
- TX
- WA
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Total Assets Under Management23,162MILLIONS
-
Total Number of Accounts359,447ACCOUNTS
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Average Account Value$64,438
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
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