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Robin Leveston

Valic Financial Advisors, Inc.

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About Robin Leveston

Robin Leveston is a financial advisor registered with Valic Financial Advisors, Inc. Robin has been in the industry since 2003. Robin has a diverse background in the financial industry, having previously worked with Next Financial Group, Inc., Morgan Keegan & Company, Inc., UBS Financial Services Inc., Charles Schwab & Co., Inc., FISERV INVESTOR SERVICES, INC., American General Securities Incorporated and TRADESTAR INVESTMENTS,INC.. Robin is licensed to provide financial advice in 51 states. Robin specializes in portfolio management for individuals and selection of other advisors. Robin also recommends wrap accounts to clients.

Firm Information

Robin Leveston 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 Leveston’s Registration & Firm History

TX

06/10/2019 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

TX

02/28/2011 - 03/12/2019

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

TX

06/30/2008 - 07/21/2009

MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)

TX

07/10/2007 - 06/26/2008

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

TX

06/30/2005 - 07/06/2007

CHARLES SCHWAB & CO., INC. (HOUSTON TX)

TX

07/16/2002 - 01/07/2004

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

AZ

01/19/2001 - 07/05/2002

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

04/10/2000 - 01/11/2001

TRADESTAR INVESTMENTS,INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Leveston.
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