Larry Alan Mathison
Investment adviser representative at Valic Financial Advisors, Inc.
14 yearsExperience
3 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Valic Financial Advisors, Inc.Nov 2024 to now
- AgiaNov 2024 to now
- Bank of America N.A.Mar 2023 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to Aug 2024
- Edward JonesNov 2018 to Feb 2023
- Integrity Funds Dististributor, LLCApr 2012 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MN, ND, SD).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2008520
- Firm CRD
- 42803