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Drew Masao Tamaki

Valic Financial Advisors, Inc.

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About Drew Masao Tamaki

Drew Masao Tamaki is an investment advisor representative with Valic Financial Advisors, Inc. Drew has been in the financial services industry since March 28, 1984 and has been associated with Valic Financial Advisors, Inc. since March 2010. Drew has a Series 6, Series 22, Series 63 and Series 65 license. Drew is registered in California.

Firm Information

Drew Tamaki 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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Drew Tamaki’s Registration & Firm History

CA

04/22/2010 - Present

Valic Financial Advisors, Inc. (MODESTO CA)

CA

11/25/1998 - 01/26/2010

METLIFE SECURITIES INC. (DUBLIN CA)

CA

11/25/1998 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (DANVILLE CA)

CA

02/01/1984 - 12/08/1998

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 06/27/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/30/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drew Masao Tamaki.
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