Ian AbbottCRD Number: 5637067
Current Firm: Valic Financial Advisors, Inc.
Ian Abbott (CRD# 5637067) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 14 years of experience in the finance industry.
The Goff Financial Group
Hightower Advisors, LLC
Nxt:gen Financial Planning
|Agia||Houston, TX||Dec 2022 - Current||< 1|
|Valic Financial Advisors||Houston, TX||Feb 2009 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management23,162MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$64,438
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, WY
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