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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Valic Financial Advisors, Inc. 1 year Jan 2019 - Present
The Watering Hole 4 months Aug 2018 - Dec 2018
M.E.S.A 1 year, 1 month Jun 2017 - Jul 2018
South Coast MedSpa 4 months Nov 2016 - Mar 2017
Bittersweet Bistro 1 year Jan 2016 - Jan 2017
Margaritaville 4 months Jun 2015 - Oct 2015
Cafe Rio 5 months Nov 2014 - Apr 2015
Verve LLC 5 months Jun 2013 - Nov 2013
Crows Nest 1 year, 8 months Jan 2013 - Sep 2014
Oneill 1 year, 8 months Jan 2012 - Sep 2013
Sun Shops 5 months May 2011 - Oct 2011
Santa Cruz County Soccer Club 5 years May 2006 - May 2011
Are You
Melissa Toorani?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 8, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 8, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Valic Financial Advisors, Inc.

Last updated on Jan. 22, 2016
    • $21.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 270K
      Accounts
    • $80.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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