Kevin
Munnell

Valic Financial Advisors, Inc

CRD#2770430
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Kevin Munnell is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor with Valic Financial Advisors, Inc, Munnell has an impressive 22 years of professional experience. Munnell maintains a Series 63 license, qualifying the advisor as a securities broker. Munnell is registered to work with investors in Arizona, California, Connecticut, Florida, Indiana, New Jersey, Virginia, West Virginia, Georgia, Kentucky, Oregon, Pennsylvania, Rhode Island and South Carolina. Over the course of their career, they have held roles at Valic Investment Services Company and The Variable Annuity Marketing Company. Valic Financial Advisors, Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of 197 other offices in the United States. In aggregate, Valic Financial Advisors, Inc manages $19 billion in assets throughout 299,737 accounts and retains more than 1,592 people. The amount of assets the firm manages makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 299,737 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Valic Financial Advisors, Inc can provide 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

Penn Center West Three Suite 220
Pittsburgh, PA 15276

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Valic Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$17,629,653,538

PA Average: $3,042,739,679
Total Number of Employees

2,115

PA Average: 49
Total Number of Accounts

377,404

PA Average: 2,315
Average Account Size

$46,713

PA 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

Kevin Munnell Work History

Kevin has 22 years of experience.

1998 - Present (21 years)

Valic Investment Services Company

1996 - Present (23 years)

The Variable Annuity Marketing Company

Disclosures

Kevin Munnell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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