Christopher David Shea
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
5 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
11 years in the industry.
- AgiaAug 2024 to now
- Valic Financial Advisors, Inc.Aug 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Aug 2024
- BPS Financial ServicesDec 2021 to Aug 2024
- Cetera Advisor Networks LLCApr 2020 to Aug 2024
- UnemployedJan 2020 to Apr 2020
- Hornor Townsend & Kent IncApr 2019 to Dec 2019
- Penn Mutual Life Ins CoFeb 2019 to Dec 2019
- UnemployedOct 2018 to Jan 2019
- AccentureApr 2017 to Sep 2018
- InvesttechFeb 2017 to Mar 2017
- First Republic Investment ManagementOct 2015 to Dec 2016
- First Republic Securities Company LLCOct 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 5 states (AZ, FL, MA, NH, RI).
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
- 4696255
- Firm CRD
- 42803