Valic Financial Advisors, Inc
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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
Years of Experience
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Valic Financial Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephen Hale Work History
Stephen has 22 years of experience.
Valic Investment Services Company
Public Employees Equities Services Company
Stephen Hale has no disclosures.
Please visit their SEC profile for more details.