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Luanna Reyes

VALIC Financial Advisors, INC.
16 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Luanna Reyes is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 16 years of industry experience. Luanna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.

  • One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
  • Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
  • Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

2919 Allen Parkway, 9th FLOOR - RETIREMENT EDUCATION CENTER, Houston, TX, 77019

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History

Regulatory History (1)
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Criminal
October 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Luanna is an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week. She is also a partner in SeezonAL LLC DBA Kings Services, but the company is no longer active and requires minimal time.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
August 2020 - Present · 6 yrs 2 mos
VALIC Financial Advisors, INC.
March 2019 - Present · 7 yrs 7 mos
VALIC Financial Advisors, INC.Broker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
VALIC Financial Advisors, INC.Broker
April 2014 - October 2017 · 3 yrs 6 mos
VALIC Financial Advisors, INC.Broker
September 2009 - December 2012 · 3 yrs 3 mos
Moody Securities, LLCBroker
April 2009 - July 2009 · 3 mos
Amreit Securities CompanyBroker
July 2007 - November 2008 · 1 yr 4 mos
UBS Financial Services INC.Broker
March 2007 - June 2007 · 3 mos
State Registrations13 states
ALILINKYMAMIMNNCNDOHSDTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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