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Joshua Dale Nokes

Valic Financial Advisors, Inc.

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About Joshua Dale Nokes

Joshua Nokes is an investment advisor representative registered with Valic Financial Advisors, Inc. Joshua has been in the securities industry since July 2005 and has a Series 63, Series 6, Series 26, and SIE license. Joshua is registered in Colorado, Iowa, Minnesota, North Carolina, North Dakota, Pennsylvania, South Carolina, and Wisconsin and is currently active in Iowa and Minnesota. Joshua has worked for NYLIFE SECURITIES LLC and FIRST INVESTORS CORPORATION in the past.

Firm Information

Joshua Nokes 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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Joshua Nokes’s Registration & Firm History

MN

05/14/2015 - Present

Valic Financial Advisors, Inc. (EDINA MN)

MN

04/19/2011 - 10/10/2013

NYLIFE SECURITIES LLC (EDINA MN)

MN

04/04/2005 - 01/05/2011

FIRST INVESTORS CORPORATION (EDINA MN)

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Licenses & Designations

IA

Issued 07/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Dale Nokes. Review regulatory record here.
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