Brendan LoflinCRD Number: 6239858
Current Firm: Valic Financial Advisors, Inc.
Brendan Loflin (CRD# 6239858) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Valic Financial Advisors, Inc.||Orlando, FL||Nov 2013 - Current||4|
|Kuykendall Gardner Insurance||Winter Park, FL||May 2012 - Nov 2013||1|
|Lockheed Martin||Orlando, FL||Jun 2008 - May 2012||3|
|Unemployed||Annapolis, MD||Dec 2007 - May 2008||< 1|
|Harbour Petroleum||Melbourne, FL||Nov 2006 - Nov 2007||1|
|Unemployed||Annapolis, MD||Dec 2005 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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