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Robert P Philpott

Valic Financial Advisors, Inc.

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About Robert P Philpott

Robert Philpott is an investment advisor representative associated with Valic Financial Advisors, Inc. Robert has been in the industry since 2008 and currently holds registrations in Delaware, Florida, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Robert is also a licensed insurance agent. Robert is affiliated with Valic Financial Advisors, Inc.

Firm Information

Robert Philpott 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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Robert Philpott’s Registration & Firm History

NJ

07/31/2015 - Present

Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)

NJ

11/08/2010 - 10/03/2012

METLIFE SECURITIES INC. (MARLTON NJ)

IL

09/20/2010 - 10/01/2010

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NJ

01/21/2010 - 04/27/2010

MML INVESTORS SERVICES, INC. (DEPTFORD NJ)

NJ

12/10/2007 - 12/09/2009

METLIFE SECURITIES INC. (MARLTON NJ)

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Licenses & Designations

IA

Issued 09/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert P Philpott. Review regulatory record here.
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