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Ronald Joseph Graham

Valic Financial Advisors, Inc.

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About Ronald Joseph Graham

Ronald Joseph Graham is an investment advisor representative with Valic Financial Advisors, Inc. Ronald Graham has been in the securities industry since 2012. Ronald Graham is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Ronald Graham holds Series 6, 7TO, 63 and 65 licenses and is registered in 51 states. Ronald Graham is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Ronald Graham is also a registered representative with Valic Financial Advisors, Inc. Ronald Graham has previous experience with Thrivent Investment Management Inc.

Firm Information

Ronald Graham 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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Ronald Graham’s Registration & Firm History

TX

02/12/2024 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

TX

12/14/2012 - 05/30/2013

THRIVENT INVESTMENT MANAGEMENT INC. (IRVING TX)

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Licenses & Designations

IA

Issued 03/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Joseph Graham.
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