Houston, TX 2929 Allen Parkway Office

Team
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Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,262

Across 282 offices

Clients per advisor

232 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

2929 Allen Parkway

Houston TX 77019

Advisors at this office

34

Advisors at this office

user avatar

Russell K

Series 65, Series 63

Houston, TX

Valic Financial Advisors

Russell Kneisley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with American General since 1998. 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 discretionary unified managed accounts through a large network of advisors, managing approximately $29.2 billion across nearly 300,000 clients.

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

Alleyne H

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Alleyne Hill Jr. is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with VALIC Financial Advisors since 2006 and with Sunamerica Capital Services, Inc. since 2013. 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.

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

Christy M

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Christy McCarthy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at American General Financial Group since 2000 and is co-owner of McCarthy Pressure Washing Services, where she manages marketing and scheduling. 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 unified managed accounts utilizing Envestnet’s platform, operating at scale with over 1,200 advisors and nearly 300,000 clients.

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

Jeffrey Y

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Jeffrey Young is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Valic Financial Advisors since 2004 and Sunamerica Capital Services, Inc. since 2013. 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 investment advisor representatives.

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

Michael S

CFP®, Series 65, Series 63

Houston, TX

Valic Financial Advisors

Michael Sausley is a CFP® professional with 22 years of industry experience, currently serving with VALIC Financial Advisors in Houston, TX. His background includes roles at Prudential Equity Group, Wells Fargo Clearing, Citigroup Global Markets, and SagePoint Financial. Outside of finance, he owns Texas Cinematic Film Co., a photography and video services business. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model-driven investment solutions.

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

Krista G

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Krista Gibson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Valic Financial Advisors primarily serves U.S.-based 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

Lauren S

Series 66

Houston, TX

Valic Financial Advisors

Lauren Sledge is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Valic Financial Advisors since 2017. 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 provides portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and technology-driven model solutions.

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

Richard B

Series 66

Houston, TX

Valic Financial Advisors

Richard Bateman Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at Cambridge Investment Research Advisors Inc., Next Financial Group, Inc., and J.P. Morgan Securities. Valic Financial Advisors primarily serves U.S.-based 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

Daniel A

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Daniel Allbritton is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American General Life Insurance and AIG Capital Services, Inc. since 2013 and 2015, respectively, while also serving at VALIC Financial Advisors since 2004. 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 for portfolio construction.

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

Jessica K

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Jessica Knutson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Cetera and Fidelity Investments, and has a background that includes roles outside the financial industry. 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 and other financial planning and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and impact overlay services.

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

Brian W

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Brian Watts is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Valic since 1999, including a role at SunAmerica Capital Services, Inc. since 2014. 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 through its broker-dealer operations.

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

Marilyn O

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Marilyn Osborne is a financial advisor at VALIC Financial Advisors in Houston, TX, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors since 2014 and AIG Capital Services since 2015. VALIC Financial Advisors primarily serves U.S.-based 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, employing Envestnet-developed UMA models for portfolio construction.

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

Michael F

Series 65, Series 63

Houston, TX

Valic Financial Advisors

Michael Ferraro is a financial advisor at Valic Financial Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including BlackRock Investments, Envestnet, and Sanford C. Bernstein. Based in Houston, TX, he joined 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 discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model solutions to serve a broad client base.

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

Erin D

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Erin Donnelly is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining VALIC Financial Advisors in 2025, she worked at Merrill for six years and Nuveen Investments for four years, and also held a position at New York University. VALIC Financial Advisors primarily serves U.S.-based 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 with approximately $26.4 billion in discretionary assets.

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

Izuka N

Series 65, Series 63

Houston, TX

Valic Financial Advisors

Izuka Nwuli is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Nwuli has been with VALIC Financial Advisors since 2014. 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers and overlay options.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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