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Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
asset manager

Valic Financial Advisors

HOUSTON, TX
CRD: 42803
In PWD coverage since August 14, 2026 · 2 stories
$29.2BRegulatory AUMSEC Form ADV · Sep 26
1,647EmployeesForm ADV
Regulatory AUM · Aug 16 – Sep 26
PWD coverage
RIA

Dynasty Adds a Sports Banker; LPL Picks Up a $350M Tampa Team

Greg Resh's appointment to the EiR bench adds no client assets. Two Tampa advisors leaving Corebridge just put $350 million in motion.
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