Brian
Elliott

Valic Financial Advisors, Inc

CRD#3029006
Investment Advisor
in San Diego, CA
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About this Advisor

Brian Elliott is a certified financial planner who works in San Diego, California, who has been in the financial industry for 11 years. Elliott works at Valic Financial Advisors, Inc. Throughout their career, Elliott has worked at Pure Financial Advisors, Inc and Aig Retirement Advisors. Elliott has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Arizona, California, Colorado, Connecticut, Florida, Oregon and Texas. Valic Financial Advisors, Inc is a financial advisory firm that has its headquarters in San Diego, California. It has offices in 197 locations and a total of 1,592 advisors. It has $19 billion in assets under management among its 299,737 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. The advisory firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely are based on the financial services offered. However, fees charged by Valic Financial Advisors, Inc most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

8880 Rio San Diego Drive Suite 360
San Diego, CA 92108

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Valic Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$18,967,439,903

CA Average: $3,042,739,679
Total Number of Employees

1,592

CA Average: 49
Total Number of Accounts

299,737

CA Average: 2,315
Average Account Size

$63,280

CA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Brian Elliott Work History

Brian has 11 years of experience.

2009 - Present (10 years)

Aig Retirement Advisors

2007 - 2009 (2 years)

Pure Financial Advisors, Inc

Disclosures

Brian Elliott has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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