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Dawn Marie Evans

Valic Financial Advisors, Inc.

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About Dawn Marie Evans

Dawn Marie Evans is a financial advisor with Valic Financial Advisors, Inc. Dawn is registered with the state of Florida. Dawn has been in the financial industry since October 23, 1995 and has experience working for several firms including Public Employees Equities Services Company, Centaurus Financial, Inc., Walnut Street Securities, Inc., North American Management, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company.

Firm Information

Dawn Evans 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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Dawn Evans’s Registration & Firm History

FL

07/20/2021 - Present

Valic Financial Advisors, Inc. (TAMPA FL)

FL

11/13/1998 - 03/08/2000

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)

CA

01/17/1997 - 02/19/1998

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

CA

06/01/1996 - 07/18/1996

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

SD

01/26/1995 - 06/01/1996

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

MN

07/27/1992 - 01/19/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/27/1992 - 01/19/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/04/1995

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/07/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dawn Marie Evans. Review regulatory record here.
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