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Roel Jao Aguinaldo

Valic Financial Advisors, Inc.

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About Roel Jao Aguinaldo

Roel Jao Aguinaldo is a financial advisor registered with Valic Financial Advisors, Inc. Roel has been in the industry since January 19, 2017. Roel has a Series 7, Series 66, and SIE license and is registered in Arizona, California, Florida, Idaho, Michigan, Nevada, New Mexico, and Texas. Roel offers a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. Roel also offers wrap accounts to clients. Roel has worked for Valic Financial Advisors, Inc. since October 2017. Roel has also worked for Waddell & Reed, Inc. and various insurance carriers for Waddell & Reed Insurance Agencies. Roel's current firm is headquartered in Houston, Texas. Roel has 12 clients and manages approximately $25 billion in assets for clients.

Firm Information

Roel Aguinaldo 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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Roel Aguinaldo’s Registration & Firm History

CA

03/04/2021 - Present

Valic Financial Advisors, Inc. (Hernet CA)

CA

01/18/2017 - 10/27/2017

WADDELL & REED (RIVERSIDE CA)

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Licenses & Designations

BOTH

Issued 11/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roel Jao Aguinaldo.
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