David Ramon Diaz

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

• 10/2019 → 01/2020
  Axa Advisors
  New York, NY
• 12/2016 → 03/2020
  Ceviche
  St. Petersburg, FL
• 10/2015 → 12/2016
  Bj's Brewhouse
  Pinellas Park, FL
• 01/2020 → Present
  Valic Financial Advisors, Inc.
  Tampa, FL
• 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: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams

• S66 Uniform Combined State Law Examination
  2020-05-18

Other Names

• David Diaz
• David Ramon Diaz