Ann AdamsCRD Number: 3138301
Current Firm: Valic Financial Advisors, Inc.
Ann Adams (CRD# 3138301) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 20 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Valic Financial Advisors, Inc.||Orlando, FL||May 2014 - Current||6|
|Symetra Investment Services, Inc.||Bellevue, WA||Aug 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management21,117MILLIONS
Total Number of Accounts318,917ACCOUNTS
Average Account Value$66,215
- A percentage of assets under your management
- 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)
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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