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Lisa C

Series 63, Series 65

Merrillville, IN

Valic Financial Advisors

Lisa Crawford is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Valic Financial Advisors since 2013 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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Steven M

Series 63, Series 65

Merrillville, IN

Valic Financial Advisors

Steven Magidson is a financial advisor with Valic Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Valic Financial Advisors since 1983 and has an additional role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals—including high net worth and ultra-high net worth clients—and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jillian K

Series 63, Series 66

Merrillville, IN

Valic Financial Advisors

Jillian Kucik is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations, and has 15 years of industry experience. Her background includes roles at AGIA, BANK of AMERICA, N.A., Merrill, and Structured Realty Group, LLC. In addition to her advisory work, she is an agent involved in non-securities insurance products. 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 consulting services through a large network of advisors, using discretionary unified managed accounts and incorporating technology-driven model solutions.

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

Series 63, Series 65

Merrillville, IN

Valic Financial Advisors

Jeremy Crocker is a financial advisor with Valic Financial Advisors in Merrillville, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Migration Wealth Management, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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 through a large network of advisors and employs centralized technology and model-based investment solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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