Anita Atencio, financial advisor Santa Fe NM

Anita Atencio

CRD Number: 5316662
Current Firm: Valic Financial Advisors, Inc.

Anita Atencio (CRD# 5316662) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Santa Fe, NM and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors Sante Fe, NM Jan 2015 - Current 5
Farmers Financial Solutions LLC Santa Fe, NM Jul 2014 - Jan 2015 < 1
Farmers Insurance Group Santa Fe, NM May 2014 - Jan 2015 < 1
Cowgirl Bbq Sante Fe, NM Mar 2014 - May 2014 < 1
Farmers Insurace Group Albuquerque, NM Jun 2013 - Feb 2014 < 1
Unemployed Sante Fe, NM Mar 2013 - Jun 2013 < 1
Thornburg Securities Corp Santa Fe, NM Sep 2012 - Mar 2013 < 1
Unemployed Santa Fe, NM Dec 2010 - Sep 2012 1
Merrill Lynch Santa Fe, NM Oct 2008 - Dec 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Anita E. Atencio
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    17,630
    MILLIONS
  • Total Number of Accounts
    377,404
    ACCOUNTS
  • Average Account Value
    $46,713
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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