Amy SorrellsCRD Number: 5916364
Current Firm: Valic Financial Advisors, Inc.
Amy Sorrells (CRD# 5916364) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Venice, FL and has over 6 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Valic Financial Advisors, Inc.||Venice, FL||May 2011 - Current||6|
|Farm Credit Of Florida, Aca||Arcadia, FL||May 2010 - Apr 2011||< 1|
|Student||Gainesville, FL||Aug 2009 - May 2010||< 1|
|Farm Credit Of Southwest Florida, Aca||Arcadia, FL||May 2009 - Jul 2009||< 1|
|Student||Gainesville, FL||Aug 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- 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