Virginia Beach, VA 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

Virginia Beach VA

Advisors at this office

5

Advisors at this office

user avatar

Ethan H

Series 66

Virginia Beach, VA

Valic Financial Advisors

Ethan Hatcher is a financial advisor with Valic Financial Advisors in Virginia Beach, VA. He holds the Series 66 designation and joined the firm in 2026. Prior to entering the financial advisory field, he worked in various roles including positions at Virginia Beach Public Schools and DoorDash Inc. 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 approximately $29.2 billion and offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

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

Steven W

Series 65, Series 63

Virginia Beach, VA

Valic Financial Advisors

Steven Wilson is a financial advisor with Valic Financial Advisors in Virginia Beach, VA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Norfolk Southern. Wilson is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors, Inc. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

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

Mark B

CFP®, Series 66

Virginia Beach, VA

Valic Financial Advisors

Mark Bondi is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Valic Financial Advisors since 2010 and also serves as an agent with Agia. Outside of his advisory work, he is an elder board member and facilitator at Trinity Church in Virginia Beach, VA. 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, using Envestnet UMA models for portfolio construction and management.

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

Benjamin S

Series 66

Virginia Beach, VA

Valic Financial Advisors

Benjamin Stahl is a financial advisor with Valic Financial Advisors based in Virginia Beach, VA. He holds a Series 66 designation and has three years of industry experience, including time at Agia and previous roles in education and retail. He is also an appointed agent for non-securities insurance products through 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 wrap programs, portfolio management, and financial planning services, leveraging centralized technology and model solutions to manage approximately $29.2 billion across a large client base.

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

Clinton M

CFP®, Series 63, Series 65

Virginia Beach, VA

Valic Financial Advisors

Clinton Mann is a CFP®-certified financial advisor with Valic Financial Advisors, based in Virginia Beach, VA, and has eight years of industry experience. He has been with Valic Financial Advisors since 2017 and also holds an agent position with Agia, where he is involved with non-securities insurance products. Additionally, he has been affiliated with Young Life 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. 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
View complete list of advisors at this office
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