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Gamaliel Michaud

Valic Financial Advisors, Inc.

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About Gamaliel Michaud

Gamaliel Michaud is an investment advisor representative with Valic Financial Advisors, Inc., with over 27 years of experience in the financial services industry. Gamaliel is registered in 16 states and is a principal with Valic Financial Advisors, Inc., offering services such as financial planning, selection of other advisors, and portfolio management for individuals. Gamaliel is also a managing director for the National Association of Minority Financial Advisors/Associates, where they work to support minority financial advisors through networking and conferences.

Firm Information

Gamaliel Michaud 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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Gamaliel Michaud’s Registration & Firm History

NJ

08/10/2020 - Present

Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)

FL

03/10/2009 - 07/12/2010

PETERSEN INVESTMENTS, INC. (MIAMI FL)

NY

04/13/2005 - 01/21/2009

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

MA

10/20/2004 - 04/12/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

04/25/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

CA

03/10/1999 - 04/26/2002

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

MI

09/08/1998 - 03/24/1999

OLDE DISCOUNT CORPORATION (DETROIT MI)

CA

09/05/1997 - 07/31/1998

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

SC

07/11/1997 - 09/08/1997

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NA

04/21/1997 - 05/29/1997

GKN SECURITIES CORP.

NY

04/01/1996 - 05/29/1997

GKN SECURITIES CORP. (NEW YORK NY)

NY

01/01/1996 - 03/07/1996

R.T.G. RICHARDS AND COMPANY, INC. (GARDEN CITY NY)

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Licenses & Designations

IA

Issued 06/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1999

Series 24 - General Securities Principal Examination

BC

Issued 12/22/1998

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Gamaliel Michaud. Review regulatory record here.
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