Kathy
Mattioda

Valic Financial Advisors, Inc

CRD#1427400
Investment Advisor
in Orlando, FL
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About this Advisor

Kathy Mattioda is a certified financial planner and chartered financial consultant operating in Orlando, Florida, who has 14 years in the industry. Mattioda is an employee of Valic Financial Advisors, Inc. Over the course of their career, Mattioda has held roles at Valic Financial Advisors, Pruco Securities, LLC, The Prudential Insurance Company Of America and Valic Financial Advisors, Inc. Mattioda has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Florida. Valic Financial Advisors, Inc is a business that has its headquarters in Orlando, Florida. It has offices in 197 locations and a total of 1,592 employees. It has $19 billion in assets across its 299,737 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to two charitable organizations. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees typically are based on the services. However, fee types billed by Valic Financial Advisors, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 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

$17,629,653,538

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

2,115

FL Average: 49
Total Number of Accounts

377,404

FL Average: 2,315
Average Account Size

$46,713

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

Kathy Mattioda Work History

Kathy has 14 years of experience.

2017 - Present (2 years)

Valic Financial Advisors, Inc

2011 - 2017 (6 years)

Pruco Securities, LLC

2011 - 2017 (6 years)

The Prudential Insurance Company Of America

2004 - 2011 (7 years)

Valic Financial Advisors

Disclosures

Kathy Mattioda has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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