Stephen
Hale

Valic Financial Advisors, Inc

CRD#2398445
Investment Advisor
in Orlando, FL
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About this Advisor

Stephen Hale is a certified financial planner who is based in Orlando, Florida. Currently an investment advisor with Valic Financial Advisors, Inc, Hale has a notable 22 years of experience in the financial advisory industry. Hale has a Series 63 license, which certifies them as a securities representative. Hale can operate based out of Florida and Georgia. Over the course of their career, they have held roles at Pesco Plus, Public Employees Equities Services Company and Valic Investment Services Company. Valic Financial Advisors, Inc is headquartered in Orlando, Florida, and has 197 additional offices in the United States. In total, Valic Financial Advisors, Inc manages $19 billion in assets dispersed across 299,737 accounts and retains more than 1,592 people. The firm's total assets under management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 299,737 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Valic Financial Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

22 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

Stephen Hale Work History

Stephen has 22 years of experience.

1998 - Present (21 years)

Valic Investment Services Company

1996 - Present (23 years)

Pesco Plus

1996 - Present (23 years)

Public Employees Equities Services Company

Disclosures

Stephen Hale has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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