Terence BoyaggiCRD Number: 1032924
Current Firm: Valic Financial Advisors, Inc.
Terence Boyaggi (CRD# 1032924) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Venice, FL and has over 23 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||Jun 2012 - Current||5|
|Bb&t Investments||Charlotte, NC||Dec 2007 - May 2012||4|
|Suntrust Investment Services, Inc.||Tampa, FL||Jun 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
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