1. Wealthminder
  2. Orange, CA
Randall Agrellas, financial advisor Orange CA

Randall Agrellas

CRD Number: 1060252
Current Firm: Valic Financial Advisors, Inc.

Randall Agrellas (CRD# 1060252) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orange, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Orange, CA Dec 2018 - Current 1
Unemployed Newport Coast, CA Aug 2017 - Dec 2018 1
Waddell & Reed, Inc. Costa Mesa, CA Dec 2012 - Aug 2017 4
Various Insurance Carriers For W&r Insurance Agencies Newport Coast, CA Dec 2012 - Aug 2017 4
Wells Fargo Advisors LLC Irvine, CA Jun 2010 - Dec 2012 2
Morgan Stanley Smith Barney Beverly Hills, CA Jun 2009 - Jun 2010 1
Morgan Stanley & Co, Inc. Beverly Hills, CA Nov 2007 - Jun 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Randall J. Agrellas
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    17,630
    MILLIONS
  • Total Number of Accounts
    377,404
    ACCOUNTS
  • Average Account Value
    $46,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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