Syed Zafar Majid
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valic Financial Advisors, Inc.May 2025 to now
- J.P. Morgan Securities LLCSep 2019 to May 2025
- Xnergy Financial LLCAug 2019 to Sep 2019
- UnemployedMay 2019 to Jul 2019
- J.P. Morgan Securities LLCMay 2018 to Apr 2019
- JPMorgan Chase Bank, N.A.May 2018 to Apr 2019
- UnemployedApr 2018 to Apr 2018
- Scottrade Investment ManagementJan 2017 to Mar 2018
- Scottrade, Inc.Oct 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4446978
- Firm CRD
- 42803