Andrew Verre
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
6 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business
Are you Andrew Verre? Claim your profile
Contact this firm
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.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Aug 2019 to now
- J's Restaurant BarMay 2019 to Aug 2019
- Mama Leone's RestaurantJan 2019 to Apr 2019
- Metropolitan District CommissionJun 2018 to Aug 2018
- Salve Regina UniversityAug 2015 to May 2019
- Stanley Golf CourseJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 6 states (CT, FL, MA, NH, NY, RI).
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
- 7111212
- Firm CRD
- 42803