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George Torruella

Valic Financial Advisors, Inc.

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About George Torruella

George Torruella is a financial advisor currently registered with Valic Financial Advisors, Inc.. George is also licensed in the state of Texas. George has been working in the financial industry since 1999. Prior to joining Valic Financial Advisors, Inc., George was employed by AIG Capital Services, Inc. and SWBC Investment Services, LLC. George is currently licensed to provide financial services from the firm's Houston, TX office.

Firm Information

George Torruella 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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George Torruella’s Registration & Firm History

TX

03/29/2022 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

TX

10/26/2015 - 02/07/2022

AIG CAPITAL SERVICES, INC. (HOUSTON TX)

TX

06/04/2014 - 10/06/2015

SWBC INVESTMENT SERVICES, LLC (Spring TX)

TX

02/27/2012 - 05/30/2014

EDWARD JONES (CONROE TX)

TX

01/26/2009 - 08/16/2011

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

MA

11/11/2005 - 11/06/2008

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

MA

10/23/2001 - 10/31/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

NJ

01/23/1997 - 11/03/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

PR

01/23/1997 - 11/03/1999

PAINEWEBBER INCORPORATED OF PUERTO RICO (HATO REY PR)

NJ

10/19/1995 - 08/30/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

PR

10/19/1995 - 08/30/1996

PAINEWEBBER INCORPORATED OF PUERTO RICO (HATO REY PR)

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Licenses & Designations

BOTH

Issued 08/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Torruella.
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