Jennie Romero (CRD# 7615763) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in North Chesterfield, VA and has 1 year of experience in the finance industry.
CRD# 2992366
Agincourt Capital Management, LLC
CRD# 2460550
Davenport & Company LLC
CRD# 4668422
Financial Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | May 2023 - Current | 1 |
| Valic Financial Advisors, Inc. | North Chesterfield, VA | Feb 2022 - Current | 2 |
| Unemployed | Richmond, VA | Sep 2022 - Jan 2023 | < 1 |
| Virginia Council On Economic Education | Richmond, VA | Sep 2017 - Aug 2022 | 4 |
| John Tyler Community College | Midlothian, VA | May 2015 - Aug 2017 | 2 |
| Lewis Ginter Botanical Garden | Richmond, VA | Nov 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- VA
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- 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)
- 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, WY
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