linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Lynn Copelan

Valic Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Lynn Copelan

Julie Copelan is a financial advisor with Valic Financial Advisors, Inc. Julie has been in the financial industry since October 1, 2014. Julie is registered in Alabama, Florida, Georgia, Louisiana, North Carolina and Texas. Julie has a Series 6, 7, 63 and 65 licenses and the SIE exam. Julie is also licensed as a life and health insurance agent. Julie provides a variety of services including financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Julie Copelan 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Copelan’s Registration & Firm History

GA

01/08/2015 - Present

Valic Financial Advisors, Inc. (ATLANTA GA)

Not sure if Julie Lynn Copelan is right for you?

Licenses & Designations

IA

Issued 12/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Lynn Copelan.
Not sure if Julie Lynn Copelan is right for you?