Marcus Egan, financial advisor Tampa FL

Marcus Egan

CRD Number: 6090569
Current Firm: Valic Financial Advisors, Inc.

Marcus Egan (CRD# 6090569) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current 1
Valic Financial Advisors, Inc. Tampa, FL Aug 2018 - Current 5
Northwestern Mutual Wealth Management Co Milwaukee, WI Jan 2018 - Aug 2018 < 1
Matthew Lytell Tampa, FL Dec 2017 - Aug 2018 < 1
Northwestern Mutual Investment Services LLC Tampa, FL Oct 2014 - Aug 2018 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Dec 2017 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2015 - Dec 2017 2
Northwestern Mutual Investment Services, LLC Tampa, FL Feb 2015 - Mar 2016 1
Kevin O Connell Tampa, FL Oct 2014 - Jan 2015 < 1
University Of South Florida Tampa, FL Aug 2010 - Dec 2014 4
Dustin Vaughn Tampa, FL Mar 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marcus E. Egan
Phone Number: 866-544-4968
Registered State(s):
  • CA
  • CO
  • FL
  • IN
  • MS
  • OH
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    23,162
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $64,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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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