Tanner
Branam

Valic Financial Advisors, Inc

CRD#5104314
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Tanner Branam is a certified financial planner operating in Pittsburgh, Pennsylvania, who has 10 years of financial industry experience. Branam is an employee of Valic Financial Advisors, Inc. Their career trajectory has included roles at Nat City Investments, Pnc Investments, Cco Investment Services Corp, Infinex Investments, Inc, Valic Financial Advisors, Inc and First Commonwealth. Branam has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania and West Virginia. Valic Financial Advisors, Inc is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 197 locations and a total of 1,592 advisors. It manages $19 billion in assets between its 299,737 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises two charities and foundations. Valic Financial Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Valic Financial Advisors, Inc can consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

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

Tanner Branam Work History

Tanner has 10 years of experience.

2018 - Present (1 year)

Valic Financial Advisors, Inc

2017 - 2017 (< 1 year)

First Commonwealth

2014 - 2017 (3 years)

Infinex Investments, Inc

2012 - 2014 (2 years)

Cco Investment Services Corp

2010 - 2012 (2 years)

Pnc Investments

2008 - 2009 (1 year)

Nat City Investments

Disclosures

Tanner Branam has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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