Colin S Kirkpatrick
Investment adviser representative at Valic Financial Advisors, Inc.
12 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
12 years in the industry.
- Valic Financial Advisors, Inc.Sep 2025 to now
- Total Benefit CommunicationsOct 2023 to Sep 2025
- Citizens Securities, Inc.Jan 2023 to Oct 2023
- Fidelity InvestmentsDec 2021 to Jan 2023
- UnemployedMar 2020 to Dec 2021
- Martin Preferred FoodsJan 2019 to Mar 2020
- Whole Foods MarketMar 2017 to Jan 2019
- SodexoOct 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4502087
- Firm CRD
- 42803