Izuka Nwuli, financial advisor Phoenix AZ
69 score

Izuka Nwuli

CRD Number: 6304720
Current Firm: Valic Financial Advisors, Inc.

Izuka Nwuli (CRD# 6304720) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors Houston, TX Feb 2014 - Current 2
Vacation To Go Houston, TX Dec 2010 - Mar 2014 3
Cort Business Sefvices Houston, TX Jun 2007 - Nov 2010 3
Pappas Resteruants Houston, TX Nov 2006 - Jun 2007 < 1
Chuys Resteraunts Houston, TX Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Apr 2014
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Izuka W. Nwuli
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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

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BADGES
69

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