Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Loudenback is a financial advisor at Valic Financial Advisors, Inc., specializing in Retirement Planning, College Savings and Insurance. Derek is a licensed advisor with over 15 years of experience in the financial services industry. Derek has held positions at several firms, including Girard Securities, Inc., Lincoln Financial Advisors Corporation, Ameriprise Financial Services, Inc., and WAMU Investments, Inc. Derek is also a registered Investment Advisor and a Broker-Dealer. Derek is committed to providing his clients with personalized financial advice and investment strategies to help them reach their financial goals.
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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2
TX
01/18/2022 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
NE
07/19/2017 - 12/03/2019
NYLIFE SECURITIES LLC (OMAHA NE)
CA
08/31/2012 - 09/25/2015
GIRARD SECURITIES, INC. (MANHATTAN BEACH CA)
CA
01/13/2011 - 08/30/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
CA
05/20/2008 - 01/24/2011
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
09/02/2005 - 04/03/2008
WAMU INVESTMENTS, INC. (LAKEWOOD CA)
NY
03/01/2004 - 01/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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