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Richard W

Series 66

Las Vegas, NV

Valic Financial Advisors

Richard Wilson is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. His prior work includes a position at CUSO Financial Services, LP, and he currently holds an agent role with AGIA involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and emphasizes centralized technology and model solutions across its extensive client base.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Gary Y

Series 66

Las Vegas, NV

Valic Financial Advisors

Gary Yarnall is a Series 66-licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds an agent position at Agia, where he is involved in 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and other investment tools.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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William C

Series 63, Series 66

Las Vegas, NV

Valic Financial Advisors

William Corelle is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Valic Financial Advisors since 2011 and has also worked with Agia since 2022, where he serves as an 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over a thousand advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Ekaterina C

Series 66

Las Vegas, NV

Valic Financial Advisors

Ekaterina Chompalova is a Series 66 licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing five years of industry experience. She previously worked at Bank of America and Merrill and is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S.-based 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 and operating with a large network of advisors and significant assets under management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Kyle M

Series 63, Series 66

Las Vegas, NV

Valic Financial Advisors

Kyle Mirich is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Valic Financial Advisors since 1999 and has been associated with Agia since 2022, where he is involved in 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Andrew B

Series 63, Series 66

Las Vegas, NV

Valic Financial Advisors

Andrew Bateman is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Merrill, and Bank of America. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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