Unclaimed
Bryan Ball is a financial advisor who has been in the industry for over 12 years. He works with Valic Financial Advisors, Inc. and is registered to provide financial advice in Idaho, Nevada, Utah, and Wyoming. Bryan is a Series 6, Series 63, and Series 65 licensed representative, and he is also a Securities Industry Essentials Examination certified professional.
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
UT
10/17/2019 - Present
Valic Financial Advisors, Inc. (SALT LAKE CITY UT)
UT
03/23/2010 - 04/19/2010
EQUITRUST MARKETING SERVICES, LLC (BOUNTIFUL UT)
IA
Issued 08/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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