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Margaret Linda Eklof

Valic Financial Advisors, Inc.

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About Margaret Linda Eklof

Margaret Eklof is a financial advisor registered with Valic Financial Advisors, Inc. located in Boca Raton, Florida. She is a licensed Investment Advisor Representative. Margaret Eklof has been active in the financial services industry since 2005 and has experience with various firms, including AXA Advisors, LLC and MetLife Securities Inc. Margaret Eklof holds Series 6 and Series 65 licenses. She specializes in providing financial planning and portfolio management for individuals and businesses. Margaret Eklof also recommends wrap accounts to clients.

Firm Information

Margaret Eklof 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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Margaret Eklof’s Registration & Firm History

FL

03/25/2015 - Present

Valic Financial Advisors, Inc. (BOCA RATON FL)

FL

04/01/2009 - 03/14/2014

AXA ADVISORS, LLC (BOCA RATON FL)

FL

06/29/2005 - 04/15/2009

METLIFE SECURITIES INC. (PLANTATION FL)

FL

06/29/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)

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Licenses & Designations

IA

Issued 03/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Linda Eklof.
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