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Bobbi J Langan

Valic Financial Advisors, Inc.

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About Bobbi J Langan

Bobbi Langan is a financial advisor registered with Valic Financial Advisors, Inc. Bobbi has been in the financial services industry since 1999 and has a diverse background in financial services. Bobbi holds FINRA Series 7, 63, and 66 licenses, as well as the SIE. Bobbi is also a registered investment advisor (IA) in Arizona and New Mexico.

Firm Information

Bobbi Langan 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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Bobbi Langan’s Registration & Firm History

AZ

04/18/2024 - Present

Valic Financial Advisors, Inc. (SCOTTSDALE AZ)

AZ

04/05/2019 - 10/24/2019

MORGAN STANLEY (GILBERT AZ)

AZ

03/11/2016 - 02/22/2019

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

04/29/2014 - 02/25/2016

VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

03/23/2006 - 03/28/2014

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

CA

04/25/2005 - 02/16/2006

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

CT

03/31/2003 - 04/08/2004

ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)

MA

06/20/2002 - 04/02/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/20/2002 - 04/02/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

TX

11/15/1999 - 06/11/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

05/13/1999 - 07/21/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/13/1999 - 07/21/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bobbi J Langan.
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