Cliff ParchmonCRD Number: 4634932
Current Firm: Valic Financial Advisors, Inc.
Cliff Parchmon (CRD# 4634932) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tampa, FL and has over 12 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Valic Financial Advisors, Inc.||Tampa, FL||Mar 2013 - Current||4|
|Park Avenue Securities||Tampa, FL||May 2012 - Mar 2013||< 1|
|Guardian Life Insurance Company||Tampa, FL||Apr 2012 - Mar 2013||< 1|
|Td Ameritrade||Tampa, FL||Jul 2011 - Apr 2012||< 1|
|Metlife Securities Company||Tampa, FL||Apr 2003 - Apr 2011||8|
|Metropolitan Life Ins. Company||Tampa, FL||Apr 2003 - Apr 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
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:
- Financial Issue
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