Jacksonville, FL Deerwood Park Boulevard Office

Team
Updated today
Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,256

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

10151 Deerwood Park Boulevard, Bldg. 300, Suite 315

Jacksonville FL 32256

Advisors at this office

5

Advisors at this office

user avatar

Laura G

Series 63, Series 65

Jacksonville, FL

Valic Financial Advisors

Laura Golubev is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Valic Financial Advisors since 2014 and also works with Agia in a non-securities insurance capacity. Outside of her advisory role, she is involved in personal resale of goods online and assists with managing a family rental property. She is also a managing member of a home renovation LLC with minimal involvement. 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 and other financial services, utilizing Envestnet-developed UMA models and operating at scale with a large advisor network.

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

Paul F

Series 63, Series 65

Jacksonville, FL

Valic Financial Advisors

Paul Fibbe is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 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, 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

Regina D

Series 63, Series 65

Jacksonville, FL

Valic Financial Advisors

Regina Davis is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has been with Valic Financial Advisors since 2006 and concurrently serves as an agent with Agia, where she is involved in non-securities insurance products. 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 manages discretionary unified managed accounts through Envestnet’s platform and uses a combination of technology and model solutions to serve a large client base across more than 1,200 advisors.

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

Cynthia H

Series 63, Series 65

Jacksonville, FL

Valic Financial Advisors

Cynthia Handmaker is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where she serves as an agent for non-securities insurance products. 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 unified managed accounts using a centralized technology platform and a large network of advisors.

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

Lawrence T

ChFC®, Series 65, Series 63

Jacksonville, FL

Valic Financial Advisors

Lawrence Thompson Jr. is a ChFC® credentialed financial advisor with 10 years of industry experience, currently with VALIC Financial Advisors in Jacksonville, FL. His prior roles include positions at Thrivent Financial, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he assists with packaging and vendor events for a small artisanal bath products business. VALIC Financial Advisors, Inc. 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 advisors. The firm uses discretionary unified managed accounts with technology-driven model solutions and operates at scale with access to a broad product shelf through its affiliation with Corebridge/VALIC.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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