Birmingham, AL Office

Anna Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors in Birmingham, AL. She has held roles in education and university admissions prior to joining Valic Financial Advisors in 2025. 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Travis Fuller is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Truist, BB&T Securities, TD Ameritrade, and Scottrade. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves 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 leverages centralized technology and model solutions to manage approximately $29.2 billion in client assets.

Alphonse Perry is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2006 and was briefly with GWFS Equities and Agia. Outside of advising, Perry serves as treasurer of the Historic Brown Chapel Preservation Society and assistant treasurer of the Selma/Dallas County Industrial Development Board. Valic Financial Advisors 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 portfolio management, financial planning, and unified managed account solutions through a large network of advisors, emphasizing the use of centralized technology and model strategies.

Brent Borden is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Regions Bank, and MassMutual. He is also appointed as an agent to sell non-securities insurance products for 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John French Jr. is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2004 and also has experience at Agia since 2022. Outside of his advisory work, he serves on the advisory board for Noah's Park Preschool Program, supporting its operations and financial oversight. 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 UMA models with ongoing portfolio management and optional overlay services.

Larry Norman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Agia and The Jeffrey Matthews Financial Group, LLC. He is also active as an insurance agent outside of securities, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages a substantial asset base using technology-driven model solutions and operates as both an investment adviser and broker-dealer.

Richard Lambert is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Donald Odendahl is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has worked at Valic Financial Advisors since 2009 and has prior experience at Colonial Asset Management Inc and Merrill. Outside of his advisory role, Odendahl serves on the architectural committee of his local homeowners' association and works part-time at the front desk of a hotel. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its advisor base.

Robert Buchanan Jr. is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors serves mainly U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and combines a broker-dealer structure with centralized technology and model solutions.

Marigene Taylor is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at VALIC Financial Advisors, Inc. since 2017 and previously spent eight years with Sagepoint Financial, Inc. Taylor is also an agent for Agia, where she 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with an emphasis on diversified asset allocation and periodic rebalancing.