Felix Barraza
Felix Barraza is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 21 years of industry experience. Felix operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
2777 Allen Parkway, Rp-01, Houston, TX, 77019
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2008Employment Separation After Allegations
September 2008Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Felix works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Novodyn Advisors LLC
Tws Financial, LLC.Broker
Hmb Stonebridge, INC.
Zacks Investment Management, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.