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Nicolas Bazarevitsch

Valic Financial Advisors, Inc.

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About Nicolas Bazarevitsch

Nicolas Bazarevitsch is a financial advisor with Valic Financial Advisors, Inc. Nicolas has been in the industry for over 20 years and is registered in Arizona, California, and Nevada. Nicolas has experience in a variety of financial services, including securities, insurance, and investment advisory services. Nicolas specializes in providing financial planning, portfolio management, and wrap account services to individuals and businesses. Nicolas has a strong commitment to helping clients achieve their financial goals and objectives.

Firm Information

Nicolas Bazarevitsch 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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Nicolas Bazarevitsch’s Registration & Firm History

CA

03/23/2021 - Present

Valic Financial Advisors, Inc. (WOODLAND HILLS CA)

VA

05/17/2010 - 09/19/2012

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CA

05/29/1998 - 04/23/2009

SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)

CO

08/16/1995 - 12/19/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 01/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Nicolas Bazarevitsch. Review regulatory record here.
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