Larry Norman
Investment adviser representative at Valic Financial Advisors, Inc.
24 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
24 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Apr 2022 to now
- The Jeffrey Matthews Financial Group. LLCJun 2021 to Apr 2022
- Worksmart Enrollment LLCFeb 2018 to Apr 2022
- Workite Communications Arthur Gallagher & CoSep 2013 to Apr 2022
- Milner GroupJan 2008 to Apr 2022
- AflacApr 2002 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AL, NM).
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
- 4124708
- Firm CRD
- 42803