Advisor at Valic Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Summerville, GA
Credentials
Series 63, Series 65
Industry experience
15 years
Krista Hill is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at Foresters Financial Services, Global Atlantic, Cetera, and Agia. Outside of her advisory work, she is also an insurance agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Summerville, GA
Alabama · California · Georgia
Agia
2022 - Present (4 years)
Valic Financial Advisors
2020 - Present (6 years)
Cetera
2019 - 2020 (1 year)
Cetera Investment Services Ll
2019 - 2020 (1 year)
Global Atlantic
2019 - 2019 (1 year)
Foresters Advisory Services LLC
2018 - 2019 (1 year)
Foresters Financial Services
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Armuchee, GA
PRR Wealth Management
Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, where he provides technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser serving individuals, trusts, small businesses, non-profits, and family offices. The firm employs discretionary asset management and wealth planning strategies that include the use of derivatives, futures, and quantitative valuation tools, with a focus on long-term growth, income generation, and portfolio hedging tailored to client needs.
Series 65, Series 66
Mentone, AL
Avidian Wealth Solutions
Christopher Russell is a financial advisor at Avidian Wealth Solutions with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Linscomb and Williams, LPL Financial LLC, and Cadence Bank. Russell serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts and offers a range of services including discretionary portfolio management and financial planning.
Series 66
Armuchee, GA
OSAIC
Isabel Jacobs is a financial advisor at Signature Equity Partners, LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Valic Financial Advisors and Osaic Wealth, Inc., where she also offers securities and investment advisory services. Outside of advisory work, she is licensed as an insurance agent focusing on fixed annuities. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates.
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