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Aleksandr Segalchik

Valic Financial Advisors, Inc.

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About Aleksandr Segalchik

Aleksandr Segalchik is a financial advisor currently registered with Valic Financial Advisors, Inc., with an active status in both Broker-Dealer and Investment Adviser roles. Aleksandr has been in the financial services industry since September 1996, providing advice and services to clients across various states, including Colorado, Arizona, Florida, Illinois, Nebraska, New York, South Dakota, Texas, Utah, and Virginia. Aleksandr holds multiple licenses and certifications including Series 7, 63, 65 and 66.

Firm Information

Aleksandr Segalchik 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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Aleksandr Segalchik’s Registration & Firm History

CO

05/17/2018 - Present

Valic Financial Advisors, Inc. (LAKEWOOD CO)

MI

06/28/2006 - 01/17/2014

ICMA-RC SERVICES, LLC (ANN ARBOR MI)

OH

08/03/2001 - 07/06/2006

MCDONALD INVESTMENTS INC. (BROOKLYN OH)

NY

03/03/2000 - 04/26/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

OH

10/09/1996 - 11/16/1998

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

MN

02/23/1995 - 10/14/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/23/1995 - 10/14/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aleksandr Segalchik.
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