Unclaimed
Robin Elaine Crady is a financial advisor with Valic Financial Advisors, Inc. Robin has been in the industry since 2001 and has experience with Lincoln Financial Advisors Corporation, John Hancock Distributors LLC, PNC Investments, Lincoln Financial Distributors, Inc. and Hornor, Townsend & Kent, Inc.. Robin has a Series 6 and Series 63 license as well as the SIE exam. Robin provides financial planning, portfolio management for individuals and the selection of other advisors.
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
11/24/2021 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
IN
11/18/2016 - 12/11/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/20/2011 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
03/07/2008 - 03/20/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
KY
01/11/2007 - 12/07/2007
PNC INVESTMENTS (LOUISVILLE KY)
PA
11/14/2003 - 01/13/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
07/31/2001 - 11/14/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/31/2001 - 11/14/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
05/01/2001 - 06/05/2001
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IL
06/17/1999 - 05/01/2001
METLIFE INVESTORS SALES COMPANY (OAKBROOK TERRACE IL)
PA
03/14/1997 - 07/02/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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