Michele Phillippi
Investment adviser representative at Valic Financial Advisors, Inc.
10 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
10 years in the industry.
- Valic Financial Advisors, Inc.Jan 2019 to now
- Oneamerica SecuritiesMar 2017 to Jan 2019
- American United LifeJan 2017 to Jan 2019
- Stay At Home MomFeb 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 3229633
- Firm CRD
- 42803