Tracy Clark
Financial advisor at Valic Financial Advisors, Inc. · Linthicum Heights, MD
Last updated 2026-10-10
Claim your profileTracy Clark is a financial advisor at Valic Financial Advisors, Inc. in Linthicum Heights, MD, CRD 2487137. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2012-06-13.
Registration
- CRD number
- 2487137
- Registration status
- Active
- IAPD registration
- 2012-06-13
- Industry Experience
- 14 years
- Work Experience
- 10 years
- States registered
- AZ, CA, DC, DE, FL, MD, NC, PA, TX, VA, WV
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2016-02 to 2018-04 · Capital One Investing, LLC · Potomac, MD
- 2016-02 to 2018-04 · Capital One Advisors, LLC · Potomac, MD
- 2018-04 to Present · Valic Financial Advisors, Inc. · Linthicum, MD
- 2022-12 to Present · Agia · Houston, TX
Current employment
- Valic Financial Advisors, Inc. · Houston, TX
Valic Financial Advisors, Inc.
- Regulatory AUM
- $29,215,100,590
- Registered advisors
- 1,253
- Offices
- 301
- Clients per advisor
- 233.9 (High)
- Average AUM per client
- $99.7K (Low)
- High-net-worth client ratio
- 0.7% (Low)
Valic Financial Advisors, Inc.: advisors, services and reported ETF investments
About
Tracy Clark is a CFP® financial advisor at Valic Financial Advisors, Inc. in Linthicum Heights, MD. Reported securities licenses include Series 63 and Series 66. The latest record indicates 14 years of industry experience and 10 years of reported work history. Reported roles include Agia, Capital One Investing, LLC, Capital One Advisors, LLC.
SEC disclosures list additional business and community activities: 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.
Valic Financial Advisors, Inc.'s firm-level Form ADV reports 1,253 advisors across 301 offices; approximately 233.9 clients per advisor, average assets per client of $99,701, and regulatory AUM of $29.2B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Other Advisory Service.
What this firm offers
Filed by Valic Financial Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
1201 Winterson Road, Linthicum Heights, MD 21090
45 advisors at this office.
Contact
The firm's filed contact details.
Official record
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