Zhivago Velasco
Investment adviser representative at Valic Financial Advisors, Inc.
18 yearsExperience
2 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
18 years in the industry.
- Valic Financial Advisors, Inc.Mar 2026 to now
- Lincoln Financial Distributors, Inc.May 2024 to Mar 2026
- Lincoln Financial GroupAug 2021 to May 2024
- UnemployedDec 2020 to Aug 2021
- MML Distributors, LLCMay 2014 to Dec 2020
- Massmutual Financial GroupJan 2008 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
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
- 3073525
- Firm CRD
- 42803