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Alyssa Ann Ulrey

Valic Financial Advisors, Inc.

Carmel, IN

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-01-31
  • IN RA
    APPROVED
    Since 2022-01-31

Branch Locations

630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huntington National Bank Avon IN 03/2014 01/2019
The Huntington Investment Company Columbus OH 07/2015 01/2019
Mary Kay Cosmetics Avon IN 03/2016 03/2017
The Huntington Investment Company Avon IN 01/2019 01/2020
The Huntington Investment Company Columbus OH 01/2020 03/2021
The Huntington National Bank Indianapolis IN 01/2020 03/2021
The Huntington Investment Company Columbus OH 03/2021 01/2022
The Huntington National Bank Indianapolis IN 03/2021 01/2022
Valic Financial Advisors, Inc. Carmel IN 01/2022 Present
Agia Houston TX 12/2022 Present
  • 03/2014 → 01/2019
    Huntington National Bank
    Avon, IN
  • 07/2015 → 01/2019
    The Huntington Investment Company
    Columbus, OH
  • 03/2016 → 03/2017
    Mary Kay Cosmetics
    Avon, IN
  • 01/2019 → 01/2020
    The Huntington Investment Company
    Avon, IN
  • 01/2020 → 03/2021
    The Huntington Investment Company
    Columbus, OH
  • 01/2020 → 03/2021
    The Huntington National Bank
    Indianapolis, IN
  • 03/2021 → 01/2022
    The Huntington Investment Company
    Columbus, OH
  • 03/2021 → 01/2022
    The Huntington National Bank
    Indianapolis, IN
  • 01/2022 → Present
    Valic Financial Advisors, Inc.
    Carmel, IN
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-22
S63 Uniform Securities Agent State Law Examination 2015-09-16
  • S65 Uniform Investment Adviser Law Examination
    2022-01-22
  • S63 Uniform Securities Agent State Law Examination
    2015-09-16
Other Names
  • Alyssa Ann Ulrey
  • Alyssa Ulrey

View on SEC IAPD

Other Firms

OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC
ARCHER INVESTMENT CORPORATION

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN

More in Carmel, IN

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