Ann Adams, financial advisor Orlando FL

Ann Adams

CRD 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.

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Certified Advisory Corp
Company Name Location Dates Years
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
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.

Get Details on the FINRA Advisor Check site
Contact Info for Ann K. Adams
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    21,117
    MILLIONS
  • Total Number of Accounts
    318,917
    ACCOUNTS
  • Average Account Value
    $66,215
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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