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Robin Elaine Crady

Valic Financial Advisors, Inc.

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About Robin Elaine Crady

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.

Firm Information

Robin Crady 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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Robin Crady’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Elaine Crady.
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