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Theresa H Marciel-carr

Valic Financial Advisors, Inc.

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About Theresa H Marciel-carr

Theresa Marciel-carr is a financial advisor working with Valic Financial Advisors, Inc. Theresa is a registered representative and an investment advisor representative working in the Houston, Texas office. Theresa has been in the industry since 2008. Theresa has experience working with corporations, individuals, and high-net-worth individuals.

Firm Information

Theresa Marciel-carr 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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Theresa Marciel-carr’s Registration & Firm History

TX

03/18/2015 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

TX

09/30/2013 - 10/01/2019

AIG CAPITAL SERVICES, INC. (HOUSTON TX)

MA

07/31/2008 - 04/04/2013

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

10/24/2007 - 04/04/2013

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

12/12/2007 - 06/30/2008

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 02/25/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa H Marciel-carr.
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