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Trecia Scribner

Valic Financial Advisors, Inc.

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About Trecia Scribner

Trecia Scribner is a financial advisor with Valic Financial Advisors, Inc., and has been in the financial industry since 1992. Trecia has experience working with individuals and corporations. Trecia Scribner is registered in Michigan. Trecia offers a wide range of advisory services, including financial planning and portfolio management for individuals, as well as selection of other advisors. Trecia Scribner is a registered representative of Valic Financial Advisors, Inc., and a registered investment advisor representative.

Firm Information

Trecia Scribner 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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Trecia Scribner’s Registration & Firm History

MI

11/04/2022 - Present

Valic Financial Advisors, Inc. (AUBURN HILLS MI)

NY

10/13/2003 - 09/12/2022

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

PA

08/14/2000 - 09/29/2003

BESTVEST INVESTMENTS, LTD. (MEDIA PA)

MA

02/20/1996 - 08/03/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

FL

02/15/1994 - 12/31/1995

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

TX

12/23/1992 - 11/01/1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)

NA

10/29/1992 - 12/23/1992

USA FINANCIAL GROUP, INC.

NY

11/12/1990 - 09/10/1991

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

11/12/1990 - 09/10/1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trecia Scribner.
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