Valic Financial Advisors
28yrs
Robert Trudo
Financial advisor
Lawrence General Hospital - 1 General Street HR Campus Office
Lawrence, MA 01841
Lawrence, MA 01841
Top advisor by experience in Lawrence
2yrs
Matthew Nardone
Financial advisor at Valic Financial Advisors
Matthew Nardone has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Lawrence, Massachusetts. After less than a year at Pruco Securities, Matthew joined Valic Financial Advisors in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 14 advisors with offices in Lawrence, and one of 14 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeLawrence General Hospital - 1 General Street HR Campus Office, Lawrence, MA 01841
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowValic Financial Advisors, Inc.Current firm
- Aug 2024 – Nov 2024Pruco Securities, LLC.Previously
Contact Matthew
(866) 544-4968Firm headquarters in Houston, TX. Ask for Matthew. Lawrence General Hospital - 1 General Street HR Campus OfficeLawrence, MA 01841Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Valic Financial Advisors at (866) 544-4968 and ask for Matthew Nardone. Matthew works from the Lawrence, MA office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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