Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Condon is a financial advisor with Valic Financial Advisors, Inc. Robert has over 29 years of experience in the financial services industry. Robert has been registered with the state of Texas since January 2021 and the state of California since January 2024. Robert is a registered representative of Valic Financial Advisors, Inc. and is also a registered investment advisor representative. Robert specializes in providing financial advice to high-net-worth individuals, corporations, and individuals other than high-net-worth.
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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CA
01/24/2024 - Present
Valic Financial Advisors, Inc. (SAN PEDRO CA)
CA
03/09/2017 - 12/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
10/23/2009 - 05/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
08/16/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
08/06/1996 - 08/02/2000
WESTFIN SECURITIES CORPORATION (IRVINE CA)
WI
12/21/1995 - 07/01/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
07/27/1994 - 01/01/1996
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
WI
08/19/1992 - 07/12/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 07/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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