Brian Schwab, financial advisor North Chesterfield VA
90 score

Brian Schwab

CRD Number: 6007675
Current Firm: Valic Financial Advisors, Inc.

Brian Schwab (CRD# 6007675) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in North Chesterfield, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. North Chesterfield, VA Dec 2014 - Current 2
Williamsburg Indoor Sports Complex Williamsburg, VA Aug 2014 - Current 2
Gapjoy Learning Solutions, Inc. Newport News, VA Aug 2014 - Nov 2014 < 1
Edward Jones St Louis, MO Jan 2014 - Jul 2014 < 1
Unemployed Williamsburg, VA Oct 2013 - Dec 2013 < 1
Brian Schwab Insurance Agency Newport News, VA Oct 2012 - Sep 2013 < 1
State Farm Vp Management Corp. Newport News, VA Dec 2011 - Sep 2012 < 1
Mission Pharmacal San Antonio, TX Sep 2011 - Dec 2011 < 1
Ventiv Commercial Services Somerset, NJ May 2009 - Aug 2011 2
Unemployed Williamsburg, VA Oct 2008 - May 2009 < 1
Ventiv Commercial Services Somerset, NJ Aug 2007 - Oct 2008 1
Williamsburg James City County Public Schools Williamsburg, VA Aug 2000 - Aug 2007 7
Virginia Legacy Soccer Club Williamsburg, VA Aug 1999 - Aug 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Brian M. Schwab
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • VA
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
90
Clean Record
This advisor has a clean track record with regulators.

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