Angel Adrian Bermudez

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

• 08/2016 → Present
  Valic Financial Advisors
  Houston, TX
• 12/2022 → Present
  Agia
  Houston, TX
• 12/2019 → Present
  Alamo Audible Podcast - N4E Media, Llc
  New Caney, TX

Other Businesses

FREELANCE COPYWRITING POSITION: Copywriter NATURE: Individual freelance copywriting for various clients on a per contract basis. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 18918 Sorrento Point Dr, New Caney TX 77357, United States DESCRIPTION: Copywriter. I fulfill copywriting and editing projects ranging from articles, emails, websites, etc. Writing new material as well as editing both new and existing material. 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 ALAMO AUDIBLE PODCAST - N4E MEDIA, LLC POSITION: Podcast Host, Co-Owner NATURE: Weekly podcast covering college sports. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2019 ADDRESS: 18918 Sorrento Point Dr, New Caney TX 77357, United States DESCRIPTION: Podcast host, audio mixing and editing, social media postings, audience outreach, online apparel store

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-14
• S63 Uniform Securities Agent State Law Examination
  2016-10-28

Other Names

• Angel Bermudez