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Amy Lynn Heyel

Valic Financial Advisors, Inc.

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About Amy Lynn Heyel

Amy Lynn Heyel is a financial advisor registered with Valic Financial Advisors, Inc. in Houston, TX. Amy is also registered in Georgia. Amy has been a financial advisor for over 10 years. She holds Series 6, 26, and 63 licenses, as well as the SIE designation. Amy's specialties include financial planning, portfolio management, and recommending wrap accounts. She has experience working with individuals, businesses, and corporations.

Firm Information

Amy Heyel 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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Amy Heyel’s Registration & Firm History

TX

01/12/2023 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

GA

02/01/2019 - 12/05/2022

VOYA FINANCIAL ADVISORS, INC. (Savannah GA)

GA

01/05/2012 - 06/20/2017

GWFS EQUITIES, INC. (SAVANNAH GA)

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Licenses & Designations

BC

Issued 03/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Lynn Heyel.
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