asset manager
Valic Financial Advisors
HOUSTON, TX
CRD: 42803
In PWD coverage since August 14, 2026 · 2 stories
$29.2BRegulatory AUMSEC Form ADV · Aug 15
1,647EmployeesForm ADV
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Matt Roberts
Aug 14 · to Frontline Investment Advisors
Kent Voges
Aug 14 · to Frontline Investment Advisors
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.