Qualifications

Toni Harris is currently a financial advisor and sales trainer. My experience and knowledge make me a valuable resource. I have 6 years experience as a VALIC Financial Advisor, 1½ years experience as an Associate District Manager, 3 years sales training and over 20 years adult education experience. I’ve assisted over 1,000 clients to plan for their financial future.

LICENSES:

Series 6 – Investment Company & Variable Contracts Rep
Series 7 – General Securities Rep
Series 24 – General Securities Registered Principal
Series 51 – Municipal Securities Limited Principal
Series 66 – Investment Advisory Rep
Life/Health/Variable Annuity Ins. - AK, AR, AZ, CA, DE, FL, ID, HI, MT, NV, OR, TX, UT, WA

Financial Advisor at VALIC Financial Advisors
June 2000 – Present
As a financial advisor, I work with hundreds of clients to help them to achieve their financial and retirement goals. I specialize in working retirees and pre-retirees assisting them with their retirement plans. I also work with the staff and faculty at the University of Texas. I have brought over $15 million dollars into various products including variable annuities, mutual funds, 529 plans, IRAs (both traditional and ROTH).

National Sales Trainer at VALIC Financial Advisors
June 2008 – February 2009
I deliver sales training to over 400 financial advisors in the Western United States. My position as a sales trainer includes face-to-face training classes, one-on-one coaching and mentoring.

Associate District Manager at VALIC Financial Advisors
April 2005 – December 2006
I assisted the district manager with daily activities including managing 43 advisors to their business plans, running the district office, approving correspondence and sales literature, processing new business, sales leads and client reassignments. I also had a key role in acquiring new groups.