Tomas Maldonado Ortiz

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

• 04/2010 → Present
  Valic Financial Advisors, Inc.
  Austin, TX
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2009-04-16 → 2009-10-30
  Edward Jones
  Schertz, TX
  St Louis, MO

Other Businesses

AGIA POSITION: Agent NATURE: non-securities insurance products 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: appointed as agent to sell non-securities insurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2009-03-27

Other Names

• Tomas Ortiz Maldonado
• Tomas Ortiz
• Tomas Ortiz
• Tommy Ortiz