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Cory Richard Davern

Valic Financial Advisors, Inc.

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About Cory Richard Davern

Cory Davern is a financial advisor with Valic Financial Advisors, Inc., registered to conduct business in 46 states. Cory has been in the financial services industry since 1998. Cory holds Series 6, 7, 24, 51, 52TO, 63 and 66 licenses and is a registered representative of Valic Financial Advisors, Inc. and a registered investment advisor representative of Valic Advisers, Inc.

Firm Information

Cory Davern 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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Cory Davern’s Registration & Firm History

NV

02/06/2020 - Present

Valic Financial Advisors, Inc. (RENO NV)

NC

09/14/2018 - 01/03/2020

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

CO

04/03/2012 - 08/24/2018

PRESIDENTIAL BROKERAGE, INC. (GREENWOOD VILLAGE CO)

CO

07/22/1999 - 04/04/2012

VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)

TX

07/22/1999 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

GA

11/10/1997 - 06/15/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 06/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/20/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cory Richard Davern. Review regulatory record here.
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