Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Breaux is an investment advisor representative with Valic Financial Advisors, Inc. William has been in the industry since August 2017. William's certifications include the Series 6, Series 63, Series 65 and SIE exams. William is registered in Arkansas, Louisiana, Mississippi and Texas. William specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. William also works at AGIA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
02/08/2021 - Present
Valic Financial Advisors, Inc. (SHREVEPORT LA)
BC
Issued 06/05/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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