Gainesville, FL Office

Team
Updated today
Valic Financial Advisors logo

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

2114 N.W. 40th Terrace, Suite B 1

Gainesville FL 32605

Advisors at this office

6

Advisors at this office

user avatar

Donald H

Series 63, Series 65

Gainesville, FL

Valic Financial Advisors

Donald Hartman is a financial advisor with Valic Financial Advisors in Gainesville, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Hartman has worked at VALIC Financial Advisors since 2000 and is also an agent with Agia, where he provides 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

William G

Series 66

Gainesville, FL

Valic Financial Advisors

William Gecks is a financial advisor at Valic Financial Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2013. Gecks also has prior experience at First Command Brokerage Services, Inc. and serves as a non-securities insurance agent outside of his advisory role. 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 utilizes centralized technology and model solutions to support its operations.

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

Daniel S

Series 66

Gainesville, FL

Valic Financial Advisors

Daniel Sarmiento is a financial advisor with Valic Financial Advisors in Gainesville, FL. He holds a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he worked in the food service industry and fitness sector. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily 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.

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

Julio S

Series 63, Series 65

Gainesville, FL

Valic Financial Advisors

Julio Sarmiento is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at VALIC Financial Advisors since 2001 and is also an agent with Agia. Outside of finance, he serves as a press box announcer for University of Florida football and baseball games and provides official game statistics for CBS Sports broadcasts. 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 operating at scale with over 1,200 advisors.

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

Cody C

Series 66

Gainesville, FL

Valic Financial Advisors

Cody Clayson is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Outside of financial advising, he is a member and capital provider of A&C Business Ventures, LLC, an event equipment rental business. 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 to construct client portfolios.

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

Ralph R

Series 63, Series 66

Gainesville, FL

Valic Financial Advisors

Ralph Robbins III is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 1999 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, wrap 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
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")