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Kyle M Paterson

Valic Financial Advisors, Inc.

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About Kyle M Paterson

Kyle Paterson is a financial advisor registered with Valic Financial Advisors, Inc. Kyle has been a registered representative for 11 years, most recently working with Valic Financial Advisors, Inc. Kyle is registered to sell securities in Arizona, California, Idaho, Montana, Nevada and Washington. Kyle is also registered to provide investment advice in these states. Kyle has passed the Series 66, Series 7 and SIE exams.

Firm Information

Kyle Paterson 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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Kyle Paterson’s Registration & Firm History

WA

04/07/2015 - Present

Valic Financial Advisors, Inc. (SPOKANE WA)

WA

07/13/2012 - 04/07/2015

WELLS FARGO ADVISORS, LLC (SPOKANE WA)

WA

01/17/2011 - 04/23/2012

WELLS FARGO ADVISORS, LLC (SPOKANE WA)

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Licenses & Designations

BOTH

Issued 02/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle M Paterson.
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