Josephine Crake, financial advisor Savannah GA

Josephine Crake

CRD Number: 4598776
Current Firm: Valic Financial Advisors, Inc.

Josephine Crake (CRD# 4598776) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Savannah, GA and has over 21 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 Savannah, GA Oct 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Josephine A. Crake
Phone Number: 866-544-4968
Registered State(s):
  • AL
  • FL
  • GA
  • KY
  • MI
  • MO
  • NJ
  • SC
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    23,162
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $64,438
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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