Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carroll is a financial advisor with Valic Financial Advisors, Inc. Robert has been in the industry since 2015 and has a Series 6, Series 63, and SIE licenses. Robert specializes in financial planning and portfolio management. Robert has experience working with high-net-worth individuals and corporations. Robert is based in Houston, Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/19/2021 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
PA
12/11/2014 - 12/21/2020
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
BC
Issued 01/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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