Andrew Dewitt Bateman
Investment adviser representative at Valic Financial Advisors, Inc.
9 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
9 years in the industry.
- Valic Financial Advisors, Inc.Oct 2025 to now
- Florida Financial Advisors dba Four Corners Financial AdvisorsAug 2025 to Aug 2025
- Bank of America, N.A.Aug 2023 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to May 2025
- Wells Fargo Clearing Services, LLCJan 2019 to Jun 2023
- Wells Fargo Bank, NAJan 2016 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, NV).
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
- 4737887
- Firm CRD
- 42803