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Aaron Roderick Moore

Valic Financial Advisors, Inc.

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About Aaron Roderick Moore

Aaron Roderick Moore is a registered representative of Valic Financial Advisors, Inc. Aaron is a financial professional with over 25 years of experience in the financial industry. Aaron has a broad range of experience, including working with both individuals and businesses. Aaron holds a Series 7, Series 63, Series 65, and Series 66 securities licenses, as well as a Series 24 principal registration. Aaron is also a Registered Investment Advisor (RIA) in Texas.

Firm Information

Aaron Moore is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Moore’s Registration & Firm History

TX

08/27/2024 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

IN

05/01/2024 - 08/23/2024

LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)

TX

08/13/2024 - 08/14/2024

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

IN

09/28/2011 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

TX

11/06/2009 - 03/12/2012

LINCOLN FINANCIAL DISTRIBUTORS, INC. (PEARLAND TX)

TX

03/24/1999 - 09/13/2011

LINCOLN FINANCIAL ADVISORS CORPORATION (PEARLAND TX)

IN

03/24/1999 - 06/19/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MN

05/29/1998 - 12/08/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/29/1998 - 12/08/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/17/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Roderick Moore.
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