CRD: 42803
Valic Financial Advisors, Inc.
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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-16-1997
- Office Locations
- 113
Office Locations
About Valic Financial Advisors, Inc.
VALIC Financial Advisors, Inc. (Corebridge Financial) supports employer-sponsored retirement plan participants with digital enrollment and account access via web/app, plus financial wellness assessments, education tools, and guidance on contribution strategies. The platform also offers Retirement Pathfinder goal/scenario modeling, Corebridge University short-form learning, and help for student debt including Public Service Loan Forgiveness eligibility support, with access to professionals for retirement and everyday finances.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CYNTHIA LEA BURNETTE
Chief Financial Officer, TREASURER, Vice President
- CRD
- #1863103
- Ownership
- Less than 5%
LOUIS DUCOTE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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THEODORE ANDREW ADAMS
--
- CRD
- #8083822
KEVIN J ADAMSON
Senior Vice President
- CRD
- #5074958
Showing 2 of 1364 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,215,100,590 | $99,701 |
| Non-Discretionary | $0 | -- |
| Total | $29,215,100,590 | $99,701 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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