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Jeffrey John McTiernan

Valic Financial Advisors, Inc.

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About Jeffrey John McTiernan

Jeffrey McTiernan is a financial advisor with over 20 years of experience in the industry. Currently, Jeffrey McTiernan is registered with Valic Financial Advisors, Inc. and is based in Williamsville, NY. He is also registered with the state of Connecticut, Florida, Georgia, Kentucky, New Jersey, New York, North Carolina, and Pennsylvania.

Firm Information

Jeffrey McTiernan 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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Jeffrey McTiernan’s Registration & Firm History

NY

09/23/2011 - Present

Valic Financial Advisors, Inc. (WILLIAMSVILLE NY)

NY

07/09/2010 - 07/27/2011

CITIGROUP GLOBAL MARKETS INC. (NEW CITY NY)

CA

10/22/2009 - 02/10/2010

PALADIN REALTY SECURITIES, LLC (PALO ALTO CA)

NY

05/22/2009 - 10/16/2009

CHASE INVESTMENT SERVICES CORP. (WHITEPLAINS NY)

MI

01/09/2009 - 01/23/2009

NYPPEX, LLC (LANSING MI)

CO

08/22/2007 - 11/04/2008

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NY

07/25/2005 - 06/15/2007

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

NY

08/13/2003 - 10/01/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/20/2001 - 04/29/2003

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

MN

10/05/2001 - 10/25/2001

USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)

NY

07/18/2001 - 08/30/2001

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

TN

08/03/1998 - 04/10/2000

ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)

NY

03/07/1997 - 04/01/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

10/10/1996 - 03/03/1997

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

BOTH

Issued 08/31/2010

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 10/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey John McTiernan.
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