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Mitchell Roderick Tabor

Valic Financial Advisors, Inc.

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About Mitchell Roderick Tabor

Mitchell Roderick Tabor is a financial advisor with Valic Financial Advisors, Inc. Mitchell has been in the financial services industry since 2006. Mitchell is registered with the Securities and Exchange Commission (SEC) and holds a Series 6, Series 7 and Series 66 securities licenses. Mitchell is also registered with the state of Louisiana, Mississippi and South Carolina. Mitchell's primary office is located at 8545 United Plaza Boulevard Suite 220 in Baton Rouge, Louisiana.

Firm Information

Mitchell Tabor 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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Mitchell Tabor’s Registration & Firm History

LA

03/20/2020 - Present

Valic Financial Advisors, Inc. (BATON ROUGE LA)

LA

12/14/2007 - 03/04/2008

HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)

LA

08/22/2007 - 12/03/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)

NA

12/17/1993 - 02/23/1994

FIRST INVESTORS CORPORATION

NA

04/13/1992 - 02/01/1993

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 09/25/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/09/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mitchell Roderick Tabor. Review regulatory record here.
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