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Amber Kristen Girtman jones

Valic Financial Advisors, Inc.

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About Amber Kristen Girtman jones

Amber Kristen Girtman jones is a financial advisor with Valic Financial Advisors, Inc. with experience in the financial services industry since 2005. Amber is registered with FINRA and holds Series 7, Series 66 and SIE licenses. Amber has worked at Valic Financial Advisors, Inc. since 2005. In addition to their main job, Amber is also the owner of Vivifye Me, LLC and an Authorized Member of SF Inspired Assets, LLC. Amber has been registered to provide investment advice in Florida, Georgia and California. Amber's specializations include Portfolio Management for Individuals, Financial Planning and Selection of Other Advisors. Amber has a background in managing banking and investment accounts, short-term rental properties and sourcing and listing products for online marketplaces.

Firm Information

Amber Girtman jones 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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Amber Girtman jones’s Registration & Firm History

FL

05/04/2023 - Present

Valic Financial Advisors, Inc. (BOCA RATON FL)

TX

02/25/2005 - 04/26/2005

AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amber Kristen Girtman jones. Review regulatory record here.
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