Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. (CRD# 42803) is a financial advisory firm headquartered in Houston, TX. They manage $24,744,925,499 in 872,893 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management24,745MILLION
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Total Number of Accounts872,893ACCOUNTS
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Average Account Value$28,348
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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
Joseph Harsel CFP® (CRD# 5867236) is a Certified Financial Planner™ and an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 7 years of experience in the finance industry.
He has extensive history working with individuals and families- particularly those who work in the non-profit or human services field.
His area of specialty is wholistic financial planning, with an emphasis on "values based", goal oriented planning for individuals and their families.
Gary Jones (CRD# 1544029) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Overland Park, KS and has over 10 years of experience in the finance industry.
Pearl Graham (CRD# 4364373) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Pittsburgh, PA and has over 17 years of experience in the finance industry.
David Allen (CRD# 1677535) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Boca Raton, FL and has over 30 years of experience in the finance industry. David Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Alsup (CRD# 5711121) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 7 years of experience in the finance industry.
Cassandra Anderson (CRD# 2043859) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Emeryville, CA and has over 19 years of experience in the finance industry. Cassandra Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Anderson (CRD# 4383339) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 17 years of experience in the finance industry. Michael Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.