Unclaimed
Brian Bain is a financial advisor with Valic Financial Advisors, Inc., registered with the state of California since December 2006. Brian has a total of 24 years of experience in the financial services industry. Brian specializes in providing financial advice to individuals and corporations. Brian offers financial planning and portfolio management services, and recommends wrap accounts to clients. Brian also has experience with selecting other advisors for clients.
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
CA
05/03/2017 - Present
Valic Financial Advisors, Inc. (ROSEVILLE CA)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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