Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Newton Liles is a financial advisor with Valic Financial Advisors, Inc. Fred has been in the financial services industry for over 35 years and has a wide range of experience in various financial fields. Fred is registered to offer financial advice in 48 states and is qualified to provide financial planning and portfolio management services. Fred also offers advisory services, including selection of other advisors and recommending wrap accounts to clients.
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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NC
04/15/2024 - Present
Valic Financial Advisors, Inc. (DURHAM NC)
MO
02/04/2003 - 02/18/2003
EDWARD JONES (ST. LOUIS MO)
GA
03/02/2001 - 02/03/2003
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
CO
03/15/1999 - 12/31/2000
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
07/16/1991 - 02/19/1999
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
CT
07/25/1991 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
10/06/1987 - 01/21/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/06/1987 - 01/21/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
02/06/1991 - 06/05/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/06/1991 - 06/05/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/22/1987 - 10/26/1987
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 02/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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