Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stevens is an active registered investment advisor representative with Valic Financial Advisors, Inc. based in FAIRBANKS, AK. Brian has been in the financial services industry since 1997. Brian has held previous positions with VALIC FINANCIAL ADVISORS, INC. and NYLIFE SECURITIES INC. Brian is licensed to provide advisory services in Alaska and Washington. Brian Stevens holds Series 6, 63, and 65 licenses, and is also a SIE exam holder. Brian specializes in providing investment advisory services to individuals and other businesses. Brian can provide financial planning, portfolio management for individuals, and select other advisors for clients. Brian Stevens may recommend wrap accounts to clients. Brian may also offer investment advisory services based on fixed fees, hourly charges, subscription fees, and a percentage of assets. Brian Stevens may conduct business outside of the Valic Financial Advisors, Inc. office, including operating a small group life/health insurance business.
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.
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2
AK
04/11/2016 - Present
Valic Financial Advisors, Inc. (FAIRBANKS AK)
AK
12/19/2008 - 03/31/2016
VALIC FINANCIAL ADVISORS, INC. (FAIRBANKS AK)
NY
07/20/1994 - 06/07/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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