Renee Coil, financial advisor Venice FL
63 score

Renee Coil

CRD Number: 3044399
Current Firm: Valic Financial Advisors, Inc.

Renee Coil (CRD# 3044399) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Venice, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Independence, OH Oct 2012 - Current 4
Allstate Insurance Co St Petersburg, FL Nov 2010 - Oct 2012 1
Unemployed Tierra Verde, FL Mar 2010 - Nov 2010 < 1
Wachovia Securities, LLC Tampa, FL Mar 2008 - Mar 2010 2
Morgan Keegan & Company, Inc. Naples, FL Feb 2007 - Mar 2008 1
Amsouth Investment Services, Inc. Naples, FL Feb 2006 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination May 2013
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, 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:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Renee L. Coil
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
  • IN
  • OH
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
63

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