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Trine Andersen

Valic Financial Advisors, Inc.

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About Trine Andersen

Trine Andersen is a financial advisor with Valic Financial Advisors, Inc. Trine has been in the financial services industry since August 2008. Trine is licensed to provide investment advice in multiple states and is experienced in providing financial planning services to individuals and businesses. Trine's firm, Valic Financial Advisors, Inc. has been in business for many years and specializes in providing investment advice to individuals and businesses. Trine has a strong track record of success in helping clients achieve their financial goals. Trine is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Trine Andersen 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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Trine Andersen’s Registration & Firm History

FL

08/25/2020 - Present

Valic Financial Advisors, Inc. (TAMPA FL)

FL

04/25/2018 - 03/22/2019

INTERNATIONAL ASSETS ADVISORY, LLC (FORT MYERS FL)

FL

03/25/2017 - 04/13/2018

MML INVESTORS SERVICES, LLC (FT. MYERS FL)

FL

06/20/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)

FL

12/14/2006 - 10/18/2013

AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)

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Licenses & Designations

IA

Issued 07/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trine Andersen.
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