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Tara Miriam Graham

Valic Financial Advisors, Inc.

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About Tara Miriam Graham

Tara Graham is a financial advisor currently working for Valic Financial Advisors, Inc. She has been in the financial industry since March 27, 2018. Tara is registered in Washington and Oregon as an investment advisor representative. Her background includes previous experience with J.P. Morgan Securities LLC, Principal Securities, Inc. and Calton & Associates, Inc. Tara has a Series 6, 63, 65 and SIE license. In addition to her financial advisor role, Tara also owns The Equine Bit Fitter, which provides evening and weekend appointments for equine bridle and bit fittings.

Firm Information

Tara 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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Tara Graham’s Registration & Firm History

WA

03/22/2022 - Present

Valic Financial Advisors, Inc. (RENTON WA)

TX

09/03/2020 - 11/22/2021

CALTON & ASSOCIATES, INC. (Austin TX)

TX

06/20/2019 - 09/14/2020

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

TX

12/01/2017 - 06/17/2019

PRINCIPAL SECURITIES, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 03/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tara Miriam Graham.
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