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Ronald Lee Philbrick

Valic Financial Advisors, Inc.

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About Ronald Lee Philbrick

Ronald Philbrick is an investment advisor representative with Valic Financial Advisors, Inc. Ronald has been in the industry since 1998 and has experience working with a variety of clients, including high-net-worth individuals and corporations. Ronald is registered in Florida, New Mexico, New York, North Carolina, South Carolina and Virginia. Ronald is licensed to offer securities and investment advice.

Firm Information

Ronald Philbrick 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 Philbrick’s Registration & Firm History

NC

01/13/2022 - Present

Valic Financial Advisors, Inc. (GREENSBORO NC)

NC

11/08/2006 - 03/05/2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

03/12/2003 - 08/25/2006

NEXT FINANCIAL GROUP, INC. (GASTONIA NC)

MO

07/11/2001 - 03/12/2003

FFP SECURITIES, INC. (CHESTERFIELD MO)

CA

10/20/2000 - 06/19/2001

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MN

03/26/1998 - 08/23/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/26/1998 - 08/23/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ronald Lee Philbrick. Review regulatory record here.
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