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Dana Frank Endres

Valic Financial Advisors, Inc.

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About Dana Frank Endres

Dana Endres is a financial advisor at Valic Financial Advisors, Inc. Dana has been in the financial services industry since 2008 and is registered with FINRA and the state of Florida. Dana is also registered with the SEC as an Investment Advisor Representative. Dana specializes in providing financial advice to individuals and businesses. Dana has been recognized as a leading financial advisor in Florida and has been featured in a number of publications. Dana is a graduate of the University of Michigan and holds a Master's degree in Business Administration from the University of Florida.

Firm Information

Dana Endres 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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Dana Endres’s Registration & Firm History

FL

07/08/2016 - Present

Valic Financial Advisors, Inc. (TAMPA FL)

FL

03/14/2014 - 06/10/2014

J.P. MORGAN SECURITIES LLC (BRANDON FL)

FL

09/25/2008 - 04/09/2013

SYMETRA INVESTMENT SERVICES, INC. (TAMPA FL)

MI

08/27/2008 - 08/28/2008

USA FINANCIAL SECURITIES CORPORATION (ADA MI)

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Licenses & Designations

IA

Issued 06/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Frank Endres.
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