Advisor at Valic Financial Advisors
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Firm
Valic Financial Advisors
Location
Perry, GA 31069
Credentials
Series 63, Series 65
Industry experience
5 years
Abby Gordy is a financial advisor with Valic Financial Advisors in Perry, GA. She holds Series 63 and Series 65 licenses and has nine years of experience in the financial services industry, including prior roles at Agia and Publix. Outside of advisory work, she is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with optional tax and ESG overlay services.
Based on Valic Financial Advisors
$0 - $250,000: 2.13% $250,001 - $500,000: 1.79% $500,001 - $1,000,000: 1.57% $1,000,001 - $3,000,000: 1.46% $3,000,001 - $5,000,000: 1.35% $5,000,001 - $15,000,000: 1.24% $15,000,001 - $25,000,000: 1.22% $25,000,001+: 1.20%
Financial Planning and Consulting Services available on a subscription basis (fees not specifically detailed in brochure).
Minimum fee: Envestnet assesses a minimum quarterly fee equal to one quarter of an annual minimum account fee of $150, if management/administration fees fall below this threshold.
1009 Northside Drive, Suite 105
Perry, GA 31069
Alabama · Florida · Georgia
Agia
2022 - Present (4 years)
Valic Financial Advisors
2017 - Present (9 years)
Publix
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Perry, GA
Halley Hill Wealth Management LLC
Series 63, Series 65
Perry, GA
Stack Wealth Management, LLC
Series 63, Series 65
Warner Robins, GA
Jansson Financial Svcs
CFP®, Series 63
Warner Robins, GA
Jansson Financial Svcs
Series 66
Perry, GA
56 Capital Partners, Ltd
CFP®, Series 63, Series 65, Series 66
Kathleen, GA
Origin Investment Advisory LLC
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