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Gene Henry Vallecorsa

Valic Financial Advisors, Inc.

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About Gene Henry Vallecorsa

Gene Vallecorsa, JR. is a financial advisor with Valic Financial Advisors, Inc. Gene has over 30 years of experience in the financial services industry. Gene is registered to provide investment advice in Kentucky, Ohio, Pennsylvania, South Carolina, and West Virginia. Gene has obtained the following licenses and certifications: Series 6, Series 7, Series 63, Series 66, and SIE. Gene's specialties include investment management, financial planning, and selection of other advisors.

Firm Information

Gene Vallecorsa 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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Gene Vallecorsa’s Registration & Firm History

PA

09/27/2019 - Present

Valic Financial Advisors, Inc. (PITTSBURGH PA)

PA

12/05/2014 - 01/02/2018

LPL FINANCIAL LLC (BETHEL PARK PA)

PA

08/09/2012 - 12/03/2014

HORNOR, TOWNSEND & KENT, INC. (PITTSBURGH PA)

PA

03/03/2009 - 06/07/2012

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

08/29/2008 - 03/11/2009

INVEST FINANCIAL CORPORATION (PITTSBURGH PA)

PA

08/01/2007 - 08/06/2008

THE HUNTINGTON INVESTMENT COMPANY (BEAVER PA)

PA

04/18/2001 - 08/01/2007

NATIONAL PLANNING CORPORATION (MONROEVILLE PA)

MN

05/10/2000 - 04/25/2001

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

MN

02/13/1997 - 05/10/2000

BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)

OH

07/13/1995 - 02/13/1997

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

OH

03/30/1994 - 07/11/1995

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

MA

07/10/1990 - 07/23/1992

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/10/1990 - 07/23/1992

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/07/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/09/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gene Henry Vallecorsa. Review regulatory record here.
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