Phoenix, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$29,205,449,082
ClientsTotal clients
292,989
AdvisorsAdvisors at this office
2
Of 1,257 advisors across 283 offices
Location
Phoenix AZ
Advisors at this office
2
Advisors at this office
John C
Series 66
Phoenix, AZ
Valic Financial Advisors
John Corcoran is a financial advisor with Valic Financial Advisors in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. He has previously worked at USAA Financial Advisors, Inc. and USAA Life Insurance Company, with a combined tenure of over a decade. Corcoran also serves as an agent for Agia, providing 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 UMA models for portfolio construction.
William P
Series 63, Series 66
Phoenix, AZ
Valic Financial Advisors
William Prosser is a financial advisor with Valic Financial Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior work includes positions at Usaa from 2013 to 2022 and Agia since 2022. Outside of his advisory role, he is an agent for Agia, 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, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.
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