Ann AdamsCRD Number: 3138301
Current Firm: Valic Financial Advisors, Inc.
Ann Adams (CRD# 3138301) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 22 years of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Wells Fargo Clearing Services, LLC
|Valic Financial Advisors, Inc.||Orlando, FL||May 2014 - Current||8|
|Symetra Investment Services, Inc.||Bellevue, WA||Aug 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management26,915MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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