Michele Veronica Smith
Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Valic Financial Advisors, Inc.Nov 2025 to now
- UnemployedMay 2025 to Oct 2025
- Wells Fargo Bank, NAMar 2024 to May 2025
- Wells Fargo Clearing Services, LLCMar 2024 to May 2025
- Donahue Nonprofit SolutionsMar 2023 to Mar 2024
- Seacoast BankSep 2022 to Mar 2023
- UnemployedMay 2022 to Mar 2023
- Fifth Third BankJul 2021 to May 2022
- UnemployedApr 2021 to Jul 2021
- Charlotte State BankApr 2019 to Apr 2021
- Iberia BankJan 2019 to Mar 2019
- Fifth Third BankDec 2017 to Jan 2019
- Florida Community BankSep 2017 to Dec 2017
- Fifth Third BankNov 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4262033
- Firm CRD
- 42803