Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Christopher R

Series 63, Series 65

Shreveport, LA

Valic Financial Advisors

Christopher Richmond is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Agia, Cardinal Health, NYLIFE Securities LLC, New York Life Insurance Company, and Cintas. Richmond is also 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Kristi K

Series 65, Series 63

Shreveport, LA

Valic Financial Advisors

Kristi Kelley is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Valic, she spent 14 years working at Paul Hight Cattle LLC. She serves as an elected County Committee Member for the USDA Service Center, participating in decisions on programs for farmers and ranchers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including 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
user avatar
firm logo

Eric G

Series 63, Series 66

Shreveport, LA

Valic Financial Advisors

Eric Gray is a financial advisor with Valic Financial Advisors in Shreveport, LA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Eagle Strategies and NYLife Securities LLC. In addition to his advisory work, he is an agent for non-securities insurance products with 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Sarah B

Series 66

Shreveport, LA

Valic Financial Advisors

Sarah Burton is a financial advisor with Valic Financial Advisors in Shreveport, LA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Agia and held roles in education and other sectors. She 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 clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Candy M

Series 66

Shreveport, LA

Valic Financial Advisors

Candy Martin is a financial advisor with Valic Financial Advisors in Shreveport, LA. She holds a Series 66 designation and has one year of industry experience with Valic and one year with Edward Jones. Outside of her financial career, she has been a self-employed hair stylist for over 30 years. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing technology and model solutions to serve approximately 300,000 clients.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Melissa M

Series 63, Series 65

Shreveport, LA

Valic Financial Advisors

Melissa Mcconnell is a financial advisor with Valic Financial Advisors in Shreveport, LA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Valic Financial Advisors since 2000 and is also involved with Agia in a non-securities insurance capacity. Additionally, she serves as treasurer for Project Graduation 2026, a parent organization that raises funds for an after-graduation party. 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 and operating at scale with over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Jaime W

Series 66

Shreveport, LA

Valic Financial Advisors

Jaime Watson is a financial advisor with Valic Financial Advisors holding a Series 66 designation and currently has one year of industry experience. Prior to joining Valic Financial Advisors, Jaime worked at CMR Fiber and has held roles at RCW Group, LLC and Taylor-Robertson, LLC. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth and ultra‑high net worth clients, as well as employer‑sponsored retirement participants. The firm offers a range of wrap programs, portfolio management, and financial planning services through a large network of advisors and leverages centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")