Baton Rouge, LA Office

Team
Updated today
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Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,258

Across 278 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and a FINRA-member broker‑dealer that 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 multiple wrap programs (including the MIP UMA Program), portfolio management, and financial planning and consulting services through a large network of investment advisor representatives.

The firm implements discretionary unified managed accounts using Envestnet’s platform and third‑party UMA model managers, and it offers optional Overlay Services (tax‑aware and impact/ESG overlays) for taxable equity sleeves. IARs work with clients on risk questionnaires, proposals, and a Statement of Investment Selection to establish guidelines, and they must meet firm licensing and training requirements while operating within the firm’s supervisory framework.

Compared with many peers, VFA operates at scale — managing roughly $29.2 billion and serving close to 300,000 clients through more than 1,200 advisors — which corresponds to an unusually high client count per advisor and a heavier reliance on centralized technology and model solutions. The firm’s combined adviser and broker‑dealer structure, its affiliation with Corebridge/VALIC (including access to annuity and mutual fund products), and the regulatory disclosures and settlements noted in its brochure are further distinguishing features that affect its product shelf, compensation dynamics, and oversight practices.

Based on Valic Financial Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Based on Valic Financial Advisors

Location

8545 United Plaza Boulevard, Suite 220

Baton Rouge LA 70809

Advisors at this office

17

Advisors at this office

user avatar

Caeleigh M

Series 66

Baton Rouge, LA

Valic Financial Advisors

Caeleigh Messina is a Series 66 licensed advisor at Valic Financial Advisors with one year of industry experience. Before joining Valic, she worked in various roles across healthcare, fitness, and retail sectors, including at Ochsner and Orangetheory Fitness. Her diverse background includes experience in the service industry and education administration. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves 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 technology and model solutions at scale.

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

David M

Series 63, Series 66

Baton Rouge, LA

Valic Financial Advisors

David Mills is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2002 and is also associated with Agia, where he offers 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 provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

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

Alyssa D

Series 66

Baton Rouge, LA

Valic Financial Advisors

Alyssa Dubnansky is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. She previously worked at LPL Financial and Commonwealth Financial Network before joining Valic Financial Advisors in 2026. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

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

Norman D

Series 66

Baton Rouge, LA

Valic Financial Advisors

Norman Dubuisson is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and 21 years of industry experience. He has been with Valic Financial Advisors since 2010 and is also associated with Agia, where he serves as an agent for non-securities insurance products. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

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

Dennis G

Series 63, Series 66

Baton Rouge, LA

Valic Financial Advisors

Dennis Giroir II is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1999 and is also involved with Agia and M Giroir Holdings. Outside of his advisory work, he serves on the finance committee for the National TEC Conference and is a member of the Pastoral Council at Most Blessed Sacrament Catholic Church. 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 nationwide.

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

David M

Series 66

Baton Rouge, LA

Valic Financial Advisors

David Mills Jr. is a Series 66 licensed financial advisor with Valic Financial Advisors, based in Baton Rouge, LA. He has two years of industry experience and concurrently serves as an agent for non-securities insurance products with AGIA. His background includes roles with the Louisiana State Police and educational positions at LSU and Catholic High School and Middle School. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed portfolio models and providing various overlay options for clients.

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

Daniel D

Series 63, Series 65

Baton Rouge, LA

Valic Financial Advisors

Daniel Dardeau is a financial advisor at Valic Financial Advisors in Baton Rouge, LA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC and Primerica Financial Services. Outside of his advisory work, he owns a graphic design business, Oak and Ash LLC. Valic Financial Advisors serves U.S.-domiciled 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-developed UMA models for portfolio construction.

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

Stephen G

Series 63, Series 66

Baton Rouge, LA

Valic Financial Advisors

Stephen Gaubert is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent with 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 and providing various overlay options for portfolio customization.

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

William G

Series 63, Series 65

Baton Rouge, LA

Valic Financial Advisors

William Gallegos is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Valic Financial Advisors since 2012 and also has experience with Stratford Fidelity and Agia. Outside of his advisory role, he is involved as an agent offering 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, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive network of advisors.

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

Mitchell T

Series 66

Baton Rouge, LA

Valic Financial Advisors

Mitchell Tabor is a Series 66 licensed financial advisor with Valic Financial Advisors in Baton Rouge, LA, bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2008 and is also associated with Agia, focusing on 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 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

Josh Y

Series 63, Series 66

Baton Rouge, LA

Valic Financial Advisors

Josh Yankowsky is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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

Virginia H

Series 66

Baton Rouge, LA

Valic Financial Advisors

Virginia Hailar is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Agia and the Breaux & Hornstein Law Firm. She is also an insurance agent with Agia, offering 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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

Thomas T

Series 66

Baton Rouge, LA

Valic Financial Advisors

Thomas Taylor is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has served as an agent for Agia, handling non-securities insurance products, and is a Platoon Leader in the Army National Guard. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of investment advisor representatives. The firm operates at scale with extensive use of centralized technology and model solutions.

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

Kaley F

Series 63, Series 65

Baton Rouge, LA

Valic Financial Advisors

Kaley Ford is a financial advisor at Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses. She began her advisory career in 2025 after working in various roles at Blue Cross and Blue Shield of Mississippi, Juvo Technologies, and Belk Department Stores. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement plan 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 solutions at scale.

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

Nicholas G

Series 66

Baton Rouge, LA

Valic Financial Advisors

Nicholas Grove is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and 16 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent 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. The firm offers discretionary 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
View complete list of advisors at this office
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