Unclaimed Profile

Miranda O'keefe

VALIC FINANCIAL ADVISORS, INC.·HOUSTON, Texas

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record14 years registeredVALIC FINANCIAL ADVISORS, INC.

2929 ALLEN PKWY; L7-20, HOUSTON, TX 77019CRD# 2750070Firm CRD# 42803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Miranda O'keefe · HOUSTON, TX

Registration

CRD #2750070 · VALIC FINANCIAL ADVISORS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

15 WEALTH ADVISORS LLC

Apr 2026 – present

TSFG, LLC

Mar 2026 – present

LPL FINANCIAL LLC

Apr 2025 – present

LPL FINANCIAL LLC

Dec 2024 – present

CHARLES SCHWAB & CO., INC.

May 2022 – Dec 2024

Fulshear, TX

VALIC FINANCIAL ADVISORS, INC.

Mar 2019 – Apr 2022

HOUSTON, TX

INVESCO ADVISERS, INC.

May 2012 – Nov 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · May 16, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALIC FINANCIAL ADVISORS, INC.

CRD 42803 · SEC 801-54952

AUM

$25.2B

Regulatory assets under management

Employees

1,713

302,501 client accounts

Services offered by VALIC FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALIC FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Miranda O'keefe offer?

Miranda O'keefe specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Miranda O'keefe's credentials?

Miranda O'keefe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Miranda O'keefe located?

Miranda O'keefe is based in HOUSTON, Texas, working with VALIC FINANCIAL ADVISORS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Miranda O'keefe charge for services?

Miranda O'keefe's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALIC FINANCIAL ADVISORS, INC.?

VALIC FINANCIAL ADVISORS, INC. has approximately 1713 employees and manages $25.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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