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John Patrick Byrne

Valic Financial Advisors, Inc.

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About John Patrick Byrne

John Patrick Byrne is a financial advisor with over 25 years of experience in the industry. John is a Registered Representative with Valic Financial Advisors, Inc. and has been licensed in the state of Michigan since 2011. He is also registered to offer securities products in all 50 states and the District of Columbia. John's prior experience includes time with BANC One Securities Corporation and One Group Dealer Services, Inc. John holds Series 6, 7, 24, and 66 securities licenses. John currently serves as a board member for Easterseals of Michigan and the Coalition of Equality in Wholesaling.

Firm Information

John Byrne 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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John Byrne’s Registration & Firm History

TX

06/29/2011 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

IL

03/12/2001 - 12/12/2001

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

OH

01/17/2001 - 03/13/2001

ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)

IL

04/07/1997 - 12/31/2000

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/15/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/05/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Patrick Byrne. Review regulatory record here.
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