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Mark T Steitz

Valic Financial Advisors, Inc.

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About Mark T Steitz

Mark Steitz is a financial advisor with Valic Financial Advisors, Inc. Mark has been in the financial services industry for over eight years and is registered with the state of California. Mark has a Series 6, 7, 63, and 66 licenses and specializes in providing financial planning and investment management services to individuals and corporations. Mark has experience working with high net worth individuals and businesses. Mark has worked with various firms including Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Mark Steitz 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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Mark Steitz’s Registration & Firm History

CA

08/20/2024 - Present

Valic Financial Advisors, Inc. (FRESNO CA)

CA

06/15/2022 - 07/11/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLOVIS CA)

CA

06/11/2020 - 04/12/2022

WELLS FARGO CLEARING SERVICES, LLC (CLOVIS CA)

CA

04/29/2016 - 03/03/2020

WELLS FARGO CLEARING SERVICES, LLC (CLOVIS CA)

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Licenses & Designations

BOTH

Issued 07/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark T Steitz. Review regulatory record here.
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