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Krista Nicole Hill

Advisor at Valic Financial Advisors — Summerville, GA

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Summerville, GA

Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Total advisors

1,260

Across 283 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

Krista Hill is a financial advisor at Valic Financial Advisors with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Foresters Financial Services and Cetera. In addition to her advisory role, she is an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Client services

Based on Valic Financial Advisors

Financial planning Portfolio management Selection of other advisers Recommend wrap accounts to clients

Expertise

Based on Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

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Fee options

Fixed

Financial planning and consulting services available on a flat fee basis (specific amounts not stated)

Percentage

$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

Commissions

Broker-dealer commissions available separately for brokerage accounts

Project-based

Financial planning and consulting services offered on hourly basis (specific rates not stated)

Subscriptions

Subscription basis financial planning available (specific amounts not stated)

Other

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

Location

See office

Summerville, GA

Summerville GA

Advisors at this office

1

Most active in

Alabama · California · Georgia

Work history

16 years of industry experience

Agia

2022 - Present • 4 years

Houston, TX

Valic Financial Advisors

2020 - Present • 6 years

Atlanta, GA

Cetera

2019 - 2020 • 1 year

Atlanta, GA

Cetera Investment Services Ll

2019 - 2020 • 1 year

St Cloud, MN

Global Atlantic

2019 - 2019 • 1 year

Topeka, KS

Foresters Advisory Services LLC

2018 - 2019 • 1 year

Atlanta, GA

Foresters Financial Services

2010 - 2019 • 9 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher W

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 his advisory role, Wilson works as a manufacturing sales engineer at Blair Engineering Southeast. PRR Wealth Management is a state-registered investment adviser serving individuals, trusts, small businesses, non-profits, and family offices. The firm employs a discretionary asset management approach that incorporates long and short positions across various securities and derivatives, using technical and quantitative methods to tailor portfolios to client needs.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Private / alternative investments
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Christopher R

Series 65, Series 66

Mentone, AL

Avidian Wealth Solutions

Christopher Russell is a financial advisor with Avidian Wealth Solutions, holding Series 65 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Linscomb and Williams, LPL Financial, Cadence Bank, Wells Fargo Clearing, and Morgan Stanley. He serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm manages discretionary portfolios using a combination of managed models and customized strategies, actively participates with pooled and private funds, and employs a regular investment committee process to review client portfolios.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Isabel J

Series 66

Armuchee, GA

Signature Equity Partners, LLC

Isabel Jacobs is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Valic Financial Advisors and OSAIC. In addition to her advisory role, she is licensed as an insurance agent specializing in fixed annuities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios incorporating model strategies, tax management, and socially responsible investing options.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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Andreane F

CFP®, ChFC®, Series 63, Series 65

Rome, GA

Guardian Life

Andreane Frazier is a financial advisor with Primerica Advisors who holds the CFP® and ChFC® designations and has 15 years of industry experience. She previously worked at Hornor Townsend & Kent LLC and Penn Mutual Life Insurance Company over a ten-year period before joining Park Avenue Securities and Guardian Life Insurance Company in 2021. Outside of advising, she is active as a professional speaker and author, and serves as treasurer on the board of the Exchange Club Family Resource Center, a nonprofit providing parenting and life skills training. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ralph B

Series 63

Rome, GA

Guardian Life

Ralph Barden is a financial advisor with Primerica Advisors based in Rome, GA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory work, he teaches a class to graduate ministerial students at The New Orleans Baptist Theological Seminary and provides income tax consultation through Peachtree Tax Advisors, LLC. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account services, including lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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