Unclaimed
Andrew Wood is a financial advisor at Valic Financial Advisors, Inc., based in Houston, TX. Andrew has been in the securities industry since 2016 and is registered with FINRA and the state of Texas, as well as 50 other states. Andrew specializes in providing financial planning, portfolio management, and selection of other advisers. Andrew has a Bachelor of Science in Finance from Texas A&M University.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
05/29/2018 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
07/04/2016 - 05/09/2018
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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