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Sabrina J Mason

Valic Financial Advisors, Inc.

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About Sabrina J Mason

Sabrina Mason is a financial advisor registered with Valic Financial Advisors, Inc. Sabrina has been in the industry since 1994 and is licensed to provide advice in Illinois and Indiana. Sabrina has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. Sabrina offers a variety of services to her clients, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Sabrina Mason 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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Sabrina Mason’s Registration & Firm History

IL

07/11/2023 - Present

Valic Financial Advisors, Inc. (CHICAGO IL)

IL

05/28/2019 - 07/07/2023

PRUCO SECURITIES, LLC. (Matteson IL)

IL

06/09/2011 - 05/09/2019

ALLSTATE FINANCIAL SERVICES, LLC (CHICAGO IL)

IL

11/04/2009 - 12/03/2010

FIFTH THIRD SECURITIES, INC. (CHICAGO IL)

IL

05/29/2007 - 12/01/2009

CITIGROUP GLOBAL MARKETS INC. (CALUMET CITY IL)

IL

04/15/1997 - 05/29/2007

CITICORP INVESTMENT SERVICES (CHICAGO IL)

NY

05/31/1995 - 12/13/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

10/03/1994 - 06/01/1995

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CO

04/15/1994 - 06/02/1994

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

NJ

04/16/1993 - 03/01/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 02/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sabrina J Mason.
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