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Shawnee G Anderson

Valic Financial Advisors, Inc.

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About Shawnee G Anderson

Shawnee G Anderson is a financial advisor with Valic Financial Advisors, Inc., and has 20 years of experience in the financial services industry. Anderson specializes in providing financial planning, portfolio management for individuals, and other advisory services to clients in Colorado and Wyoming. Prior to joining Valic Financial Advisors, Inc., Shawnee worked at TRANSAMERICA FINANCIAL ADVISORS, INC, Harrison Douglas, Inc., Community Bankers Securities, LLC, AIG Retirement Advisors, Inc., and PFS Investments Inc.

Firm Information

Shawnee Anderson 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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Shawnee Anderson’s Registration & Firm History

CO

10/17/2019 - Present

Valic Financial Advisors, Inc. (LAKEWOOD CO)

CO

03/04/2013 - 12/16/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)

CO

03/12/2010 - 02/23/2011

HARRISON DOUGLAS, INC. (AURORA CO)

CO

01/23/2009 - 12/23/2009

COMMUNITY BANKERS SECURITIES, LLC (DENVER CO)

CO

02/06/2007 - 01/27/2009

AIG RETIREMENT ADVISORS, INC. (FORT COLLINS CO)

CO

08/10/2006 - 02/05/2007

COMMUNITY BANKERS SECURITIES, LLC (GREELEY CO)

CO

01/16/2003 - 08/21/2006

VALIC FINANCIAL ADVISORS, INC. (FORT COLLINS CO)

GA

06/29/2001 - 01/16/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 06/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/05/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shawnee G Anderson. Review regulatory record here.
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