Michael Kormos, financial advisor Orange CA
73 score

Michael Kormos

CRD Number: 1447615
Current Firm: Valic Financial Advisors, Inc.

Michael Kormos (CRD# 1447615) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orange, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Orange, CA Feb 2012 - Current 4
Not Working Tustin, CA Jul 2011 - Feb 2012 < 1
Lpl Charlotte, NC Jun 2011 - Jul 2011 < 1
Financial Partners Credit Union Downey, CA Oct 2010 - Jul 2011 < 1
Cuna Brokerage Services, Inc. Waverly, IA Oct 2010 - Jun 2011 < 1
Cuso Financial Services, LP San Diego, CA Oct 2004 - Sep 2010 5
Alture Credit Union San Diego, CA Oct 2004 - Sep 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Michael B. Kormos
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
  • NM
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
73

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