Brad Davies, financial advisor Fairbanks AK

Brad Davies

CRD Number: 7118059
Current Firm: Valic Financial Advisors, Inc.

Brad Davies (CRD# 7118059) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Fairbanks, AK and has over 5 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. Seattle, WA May 2019 - Current 5
Numerica Credit Union East Wenatchee, WA Nov 2015 - Jul 2019 3
Davies Brothers Orchards Orondo, WA Sep 2015 - Jul 2019 3
99.9 Live Fm Townsville, May 2014 - Aug 2015 1
Thermomix Australia Townsville, Jan 2014 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Brad S. Davies
Phone Number: 866-544-4968
Registered State(s):
  • AK
  • AZ
  • AR
  • CA
  • CO
  • HI
  • ID
  • LA
  • MA
  • MT
  • NV
  • OR
  • PA
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
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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