Michael
Stevens

Valic Financial Advisors, Inc

CRD#4099055
Investment Advisor
in Orlando, FL
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About this Advisor

Michael Stevens is a chartered financial analyst based out of Orlando, Florida, who has been in the financial industry for 13 years. Stevens currently works for Valic Financial Advisors, Inc. Their career trajectory has included roles at Valic Financial Advisors, Inc and The Colony Group, LLC. Stevens has a Series 63 license, designating them as a securities agent, and can operate in Florida and Louisiana. Valic Financial Advisors, Inc is an advisory company that has its headquarters in Orlando, Florida. The firm has offices in 197 locations and a total of 1,592 employees. It oversees $19 billion in assets under management across its 299,737 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to two charities and foundations. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Valic Financial Advisors, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 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

Michael Stevens Work History

Michael has 13 years of experience.

2010 - Present (9 years)

Valic Financial Advisors, Inc

2005 - 2009 (4 years)

The Colony Group, LLC

Disclosures

Michael Stevens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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