Richmond, VA Forest Hill Ave Office

Team
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Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,260

Across 283 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

9211 Forest Hill Ave, Suite 200

Richmond VA 23235

Advisors at this office

11

Advisors at this office

user avatar

Steven S

Series 63, Series 66

Richmond, VA

Valic Financial Advisors

Steven Scheuermann is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at Agia, Icma Rc, Atlantic Specialty Lines, and Performance Bicycle. Outside of his advisory work, Scheuermann owns Second Gear Design, a craft business creating artwork from recycled bicycle parts. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement plan participants, offering portfolio management, financial planning, and consulting services. The firm employs discretionary unified managed accounts using a technology-driven approach with centralized model solutions across a large network of advisors.

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

Jennie R

Series 66

Richmond, VA

Valic Financial Advisors

Jennie Romero is a Series 66-licensed financial advisor with Valic Financial Advisors in Richmond, VA, bringing three years of industry experience. She has held positions at Valic Financial Advisors since 2019 and has experience with the Virginia Council on Economic Education and John Tyler Community College. In addition to her advisory role, she is appointed as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm is notable for its scale, managing approximately $29.2 billion and serving close to 300,000 clients.

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

Gregory K

CFP®, Series 63, Series 65

Richmond, VA

Valic Financial Advisors

Gregory Kish is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, where he works with 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 offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage assets at scale.

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

Gregory P

Series 63, Series 65

Richmond, VA

Valic Financial Advisors

Gregory Pinkard is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1998 and has also worked with Agia since 2022, where he is involved in non-securities insurance products. 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 unified managed account solutions through a large network of investment advisor representatives.

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

Alan S

Series 66

Richmond, VA

Valic Financial Advisors

Alan Sanfratella is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Indivior and Genworth Financial. In addition to his advisory work, he is an agent for AGIA, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm operates at scale with a focus on unified managed accounts, utilizing centralized technology and model solutions.

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

Scott V

Series 66

Richmond, VA

Valic Financial Advisors

Scott Viera is a Series 66-licensed financial advisor with Valic Financial Advisors in Richmond, VA, with 13 years of industry experience. He has worked at Valic Financial Advisors since 2013 and holds a concurrent role at Agia involving 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 offers portfolio management, financial planning, and unified managed accounts through a network of over 1,200 advisors, utilizing centralized technology and model solutions to manage assets at scale.

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

Matthew K

Series 66

Richmond, VA

Valic Financial Advisors

Matthew Kardos is a financial advisor with Valic Financial Advisors in Richmond, VA. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he has been associated with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 through a large network of advisors, utilizing centralized technology and model solutions to serve a substantial client base.

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

Kevin L

Series 66

Richmond, VA

Valic Financial Advisors

Kevin Long is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, M&T Bank, PNC Bank, SunTrust Bank, and other employers. Outside of advising, he is an appointed agent for non-securities insurance products and plays music, performing at venues and booking shows. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes Envestnet’s platform for unified managed accounts and provides tax-aware and impact/ESG overlay options within a supervisory framework.

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

Randall L

Series 66

Richmond, VA

Valic Financial Advisors

Randall Long Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked with Valic Financial Advisors since 2022 and also serves as an agent selling non-securities insurance products for AGIA. Outside of finance, he is involved with Sundae's Restaurant/Tastee Freez. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and relies on technology and model solutions to serve a high client count.

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

Christian S

Series 66

Richmond, VA

Valic Financial Advisors

Christian Strahan is a financial advisor at Valic Financial Advisors in Richmond, VA, holding a Series 66 designation with one year of industry experience. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

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

George R

Series 63, Series 65

Richmond, VA

Valic Financial Advisors

George Rapp is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also held a role at Agia since 2022. Outside of his advisory work, he is involved with non-securities insurance products through his position at Agia. 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 wrap programs, utilizing a large network of advisors and a technology-driven investment platform.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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