Ronald PhilbrickCRD Number: 2980224
Current Firm: Valic Financial Advisors, Inc.
Ronald Philbrick (CRD# 2980224) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Monroe, NC and has over 19 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Valic Financial Advisors, Inc.||Greensboro, NC||Mar 2010 - Current||7|
|Tiaa Cref||Charlotte, NC||Oct 2006 - Mar 2010||3|
|Next Financial Group, Inc.||Gastonia, NC||Mar 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
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