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Robert S

Series 63, Series 65

Lumberton, NC

Valic Financial Advisors

Robert Starcher is a financial advisor at Valic Financial Advisors with 18 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform and third-party model managers.

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

Series 63, Series 66

Lumberton, NC

Valic Financial Advisors

Shannon Cotter is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and American Income Life Insurance Company. She also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Richard H

Series 63, Series 65

Lumberton, NC

Valic Financial Advisors

Richard Hartney Jr. is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on 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 for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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