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Chad A
Series 66
Yakima, WA
Valic Financial Advisors
Chad Amos is a financial advisor with Valic Financial Advisors in Yakima, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Valic Financial Advisors since 2015 and holds an agent position with 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, offering managed-account programs, financial planning, and brokerage services.
Brad D
Series 66
Yakima, WA
Valic Financial Advisors
Brad Davies is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and previously held roles at Numerica Credit Union and Davies Brothers Orchards. Outside of his advisory work, he provides bookkeeping services for family-owned orchards and occasionally supports his wife’s massage therapy and doula business. Valic Financial Advisors 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 UMA models for portfolio construction.
Ryan A
Series 63, Series 65
Yakima, WA
Valic Financial Advisors
Ryan Amos is a financial advisor with Valic Financial Advisors in Yakima, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also been associated with Agia since 2022, where he engages in activities related to 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, offering managed-account programs, financial planning, and brokerage services.
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