Peter
Patterson

Valic Financial Advisors, Inc

CRD#357964
Investment Advisor
in Orlando, FL
Are you Peter Patterson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Patterson is a certified financial planner in Orlando, Florida. Currently a registered advisor at Valic Financial Advisors, Inc, Patterson has 17 years of professional experience in the financial advisory industry. Patterson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Patterson can operate in Florida, Georgia, New Jersey, North Carolina and Virginia. Throughout their career, Patterson has worked at Patterson Investment Advisors and Valic Financial Advisors, Inc. Valic Financial Advisors, Inc is located in Orlando, Florida, and has 197 brick-and-mortar locations across the nation. As a company, Valic Financial Advisors, Inc oversees $19 billion in assets throughout 299,737 accounts and employs more than 1,592 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the investment firm's 299,737 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Valic Financial Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Peter Patterson Work History

Peter has 17 years of experience.

2010 - Present (9 years)

Valic Financial Advisors, Inc

2001 - 2010 (9 years)

Patterson Investment Advisors

Disclosures

Peter Patterson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started