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Renee Lynn Coil

Valic Financial Advisors, Inc.

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About Renee Lynn Coil

Renee Coil is a financial advisor with over 20 years of experience in the industry. Renee is currently registered with Valic Financial Advisors, Inc. in several states. She has a wide range of experience, including previous roles with Wells Fargo Advisors, LLC, Morgan Keegan & Company, Inc., and American Express Financial Advisors Inc. Renee is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Renee Coil 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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Renee Coil’s Registration & Firm History

OH

05/09/2019 - Present

Valic Financial Advisors, Inc. (COLUMBUS OH)

FL

02/24/2011 - 04/30/2012

ALLSTATE FINANCIAL SERVICES, LLC (TREASURE ISLAND FL)

FL

03/10/2008 - 04/01/2010

WELLS FARGO ADVISORS, LLC (ST. PETERSBURG FL)

FL

02/13/2007 - 03/12/2008

MORGAN KEEGAN & COMPANY, INC. (NAPLES FL)

FL

02/28/2006 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (MARCO ISLAND FL)

MN

07/22/1998 - 05/04/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/22/1998 - 05/04/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Renee Lynn Coil. Review regulatory record here.
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