Melissa
Rimsky

Valic Financial Advisors, Inc

CRD#3037137
Investment Advisor
in Orlando, FL
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About this Advisor

Melissa Rimsky is a certified financial planner based in Orlando, Florida, who has been in the industry for 18 years. Rimsky currently works for Valic Financial Advisors, Inc. Throughout their career, they have worked at Suntrust Investment Services, Inc, Pnc Investments, Valic Financial Advisors, Inc, Fintegra LLC and Harbor Community Bank. Rimsky maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Florida. Valic Financial Advisors, Inc is a registered investment company that has its headquarters in Orlando, Florida. It has offices in 197 locations and a total of 1,592 people on staff. It controls $19 billion in total assets between its 299,737 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Valic Financial Advisors, Inc performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. Fees charged by Valic Financial Advisors, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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

Yes

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

Melissa Rimsky Work History

Melissa has 18 years of experience.

2015 - Present (4 years)

Valic Financial Advisors, Inc

2015 - 2015 (< 1 year)

Fintegra LLC

2015 - 2015 (< 1 year)

Harbor Community Bank

2013 - 2015 (2 years)

Pnc Investments

2000 - 2013 (13 years)

Suntrust Investment Services, Inc

Disclosures

Melissa Rimsky has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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