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Margaret Linda Eklof

Valic Financial Advisors, Inc.

Boca Raton, FL

CRD 4961518

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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:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-03-25
  • FL RA
    APPROVED
    Since 2015-03-25

Branch Locations

1800 North Military Trail Suite 340, Boca Raton, FL 33431 • 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
Valic Financial Advisors, Inc. Boca Raton FL 05/2014 Present
Agia Houston TX 12/2022 Present
Other Businesses

SOLSTICE DENTAL & VISION INSURANCE/ AGENT PO BOX 19199 PLANTATION FL 33318 START: 05/13/2011 TIME DEVOTED- VERY LITTLE TO NONE, ONLY IF CLIENT REQUESTS INFORMATION THERE IS NO CONNECTION TO OTHER BUSINESS UNITED HEALTHCARE/ GOLDENRULE HEALTH INSURANCE/ AGENT 7440 WOODLAND DRIVE INDIANAPOLIS, IN 46278 START:09/30/2010 TIME DEVOTED: VERY LITTLE TO NONE, ONLY IF CLIENT REQUESTS INFORMATION 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 2015-03-21
  • S65 Uniform Investment Adviser Law Examination
    2015-03-21
Other Names
  • Linda Eklof
  • Linda M Eklof
  • Linda M Eklof

View on SEC IAPD

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