Todd SullivantCRD Number: 5469271
Current Firm: Valic Financial Advisors, Inc.
Todd Sullivant (CRD# 5469271) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Overland Park, KS and has over 7 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Valic Financial Advisors, Inc.||Overland Park, KS||Feb 2010 - Current||8|
|Global Engineering And Technology||Goddard, KS||Jul 2000 - Jan 2010||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- 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