Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Sheppard is a financial advisor with over 24 years of experience. Cary is registered to provide investment advice in Alabama, Florida, Georgia, Maryland, Mississippi, New Mexico, Ohio, South Carolina, and Virginia. Cary Sheppard works at Valic Financial Advisors, Inc. where Cary is a licensed agent and Investment Advisor Representative. The firm is headquartered in Houston, Texas and is registered as an investment advisor with the SEC. Valic Financial Advisors, Inc. manages approximately $25 billion of assets under management (AUM), including $25 billion under discretionary management. Valic Financial Advisors, Inc. has 1262 agents, 1289 Investment Advisor Representatives, and 1409 registered representatives. Valic Financial Advisors, Inc. offers financial planning and portfolio management for individuals, selection of other advisors, and other services.
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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GA
01/06/2022 - Present
Valic Financial Advisors, Inc. (ATLANTA GA)
TX
07/12/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 10/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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