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Marc Zola Kleiman

Valic Financial Advisors, Inc.

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About Marc Zola Kleiman

Marc Zola Kleiman is a financial advisor at Valic Financial Advisors, Inc. Marc is a registered representative and investment advisor in Arizona, Florida, Georgia, Minnesota, North Carolina, and Washington. Marc has been in the financial industry since 2004. Marc is licensed to provide investment advice and financial planning services to individuals and corporations. Marc also provides other advisory services such as selection of other advisors and wrap accounts.

Firm Information

Marc Kleiman 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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Marc Kleiman’s Registration & Firm History

FL

01/26/2021 - Present

Valic Financial Advisors, Inc. (BOCA RATON FL)

FL

03/07/2011 - 07/19/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOYNTON BEACH FL)

FL

09/13/2004 - 03/08/2011

EDWARD JONES (ROYAL PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 01/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Zola Kleiman.
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