Ellan
Rice

Valic Financial Advisors, Inc

CRD#4728597
Investment Advisor
in Orlando, FL
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About this Advisor

Ellan Rice is a financial advisor operating out of Orlando, Florida, with a total of 16 years in the industry. Rice works at Valic Financial Advisors, Inc. Their career trajectory has included roles at Valic Financial Advisors and Elan Professional Services. Rice maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Georgia. Valic Financial Advisors, Inc is a registered investment business operating out of Orlando, Florida. It has offices in 197 locations and a total of 1,592 employees. It handles $19 billion in total assets between its 299,737 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Valic Financial Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by Valic Financial Advisors, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 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

12001 Research Parkway Suite 132
Orlando, FL 32826

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Valic Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$18,967,439,903

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

1,592

FL Average: 49
Total Number of Accounts

299,737

FL Average: 2,315
Average Account Size

$63,280

FL 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

Ellan Rice Work History

Ellan has 16 years of experience.

2003 - Present (16 years)

Valic Financial Advisors

2002 - Present (17 years)

Elan Professional Services

Disclosures

Ellan Rice has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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