Otis Thames, financial advisor Tallahassee FL
93 score

Otis Thames

CRD Number: 1886081
Current Firm: Valic Financial Advisors, Inc.

Otis Thames (CRD# 1886081) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tallahassee, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Vfa Tallahassee, FL Nov 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Otis R. Thames
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AL
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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