Chico, CA Office
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Valic Financial Advisors
Enterprise
Firm-wide stats for Valic Financial Advisors
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
Based on Valic Financial Advisors
Location
21 Hanover Lane, Suite B
Chico CA 95973
Advisors at this office
3
Advisors at this office
Timothy M
Series 63, Series 65
Chico, CA
Valic Financial Advisors
Timothy Murphy is a financial advisor with Valic Financial Advisors in Chico, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also has experience with Financial Concepts, Inc. and Agia. Outside of his advisory role, he is an agent for 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 and other wrap programs.
Robert S
Series 63, Series 65
Chico, CA
Valic Financial Advisors
Robert Sorensen is a financial advisor with Valic Financial Advisors in Chico, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Allstate Insurance Company, Anthem Blue Cross/Blue Shield, and Stifel Nicolaus & Co Inc. Outside of advising, he serves as a board member of a church in Paradise, CA, assisting in governance following significant community disruption. 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 portfolio models and operating at a large scale with over 1,200 advisors.
Stephen H
Series 66
Chico, CA
Valic Financial Advisors
Stephen Heiden is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley, TD Private Client Wealth LLC, and U.S. Bancorp Investments, Inc. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.
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