Unclaimed
John Buchan is an investment advisor representative with Valic Financial Advisors, Inc. John has been in the financial services industry for over 7 years and has a strong background in securities and insurance. John is registered with the state of Texas and holds Series 63, Series 66, and Series 7 licenses. John is dedicated to providing personalized financial advice and investment management services to individuals, families, and small businesses. John is committed to helping clients achieve their financial goals and is passionate about building long-term relationships. Prior to joining Valic Financial Advisors, Inc. John worked at PFS Investments Inc. and Primerica Financial Services. John holds a Series 63, Series 66, and Series 7 license. John is committed to helping clients achieve their financial goals and is passionate about building long-term relationships.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/03/2024 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
09/05/2023 - 10/19/2023
PFS INVESTMENTS INC. (HOUSTON TX)
BOTH
Issued 08/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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