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Janie Mccaye Taylor

Valic Financial Advisors, Inc.

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About Janie Mccaye Taylor

Janie Mccaye Taylor is an investment advisor representative for Valic Financial Advisors, Inc. Janie has been in the financial industry since February 1989. Janie holds Series 7, 9, 10, 24, 63 and 66 licenses. Janie specializes in providing financial planning and portfolio management for individuals.

Firm Information

Janie Taylor 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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Janie Taylor’s Registration & Firm History

TX

10/02/2015 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

TX

06/03/2013 - 09/25/2015

MORGAN STANLEY (THE WOODLANDS TX)

TX

02/17/2004 - 06/10/2013

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

MO

01/28/2003 - 02/26/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MO

07/13/2001 - 02/04/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NJ

09/01/2000 - 08/09/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

04/14/1997 - 08/30/2000

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NJ

03/20/1995 - 03/27/1997

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

03/24/1993 - 02/17/1995

OPPENHEIMER & CO., INC. (NEW YORK NY)

MO

06/08/1992 - 03/19/1993

EVEREN SECURITIES, INC. (ST. LOUIS MO)

TX

05/08/1992 - 05/20/1992

AUGUSTA SECURITIES CORP. (HOUSTON TX)

NA

11/14/1985 - 01/04/1988

A. G. EDWARDS & SONS, INC.

NA

07/25/1984 - 10/28/1985

ROTAN MOSLE INC.

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Licenses & Designations

BOTH

Issued 08/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2016

Series 24 - General Securities Principal Examination

BC

Issued 11/21/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/28/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janie Mccaye Taylor.
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