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Todd Edward McKee

Valic Financial Advisors, Inc.

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About Todd Edward McKee

Todd McKee is an investment advisor representative with Valic Financial Advisors, Inc., located in PORTLAND, OR. Todd has been in the financial services industry since 1999. Todd has experience with various financial products and services including portfolio management for individuals and selection of other advisors. Todd McKee is registered with the state of Oregon, Washington, Arizona, California, and Ohio.

Firm Information

Todd McKee 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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Todd McKee’s Registration & Firm History

OR

11/14/2018 - Present

Valic Financial Advisors, Inc. (PORTLAND OR)

OR

04/17/2017 - 10/02/2018

CUNA BROKERAGE SERVICES, INC. (CLACKAMAS OR)

OR

10/15/2014 - 08/16/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (MILWAUKIE OR)

OR

08/26/2013 - 10/20/2014

CUSO FINANCIAL SERVICES, L.P. (MILWAUKIE OR)

OR

04/10/2013 - 08/27/2013

SAGEPOINT FINANCIAL, INC. (CLACKAMAS OR)

OR

04/05/2011 - 12/11/2012

LEGEND EQUITIES CORPORATION (GLADSTONE OR)

NJ

02/17/2004 - 04/01/2011

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NJ

05/05/1999 - 05/07/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

12/01/1998 - 04/19/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

OR

04/11/1997 - 11/11/1998

CHARTER INVESTMENT GROUP, INC. (PORTLAND OR)

CA

07/02/1996 - 04/09/1997

SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)

NY

05/24/1996 - 06/18/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Edward McKee.
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