Pearl Ellen Graham

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → Present
  Valic Financial Advisors
  Blue Bell, PA
• 12/2022 → Present
  Agia
  Houston, TX

Other Businesses

IBEW LOCAL #56 FCU POSITION: Supervisory Committee Chairperson NATURE: Supervisory committee chairperson of my local credit union. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2000 ADDRESS: 962 West 20th Street, Erie PA 16502, United States DESCRIPTION: Assist other supervisory committee members with the annual audit and test for compliance of Federal Regulations. Present a written statement to the board of director's along with the results of audit. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-13
• S63 Uniform Securities Agent State Law Examination
  2001-04-05

Other Names

• Pearl Ellen Montroy
• Pearl Ellen Byers
• Pearl Ellen Byers