Daniel Legaye
Investment adviser representative at Valic Financial Advisors, Inc.
26 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
26 years in the industry.
- Valic Financial Advisors, Inc.Jul 2024 to now
- AIG Capital Services, Inc.Aug 2019 to now
- America General Life InsuranceAug 2019 to now
- Valic Financial Advisors, IncJan 2018 to Aug 2019
- Linden Thomas and Company Securities, LLCSep 2017 to Feb 2018
- Bankers Capital InternationalJan 2017 to Apr 2017
- Moody Securities, LLCMar 2015 to Feb 2018
- Kittle Capital Markets, LLCNov 2013 to Feb 2018
- Time Equities Securities LLCNov 2013 to Feb 2018
- Silver Portal Capital LLCMay 2013 to Sep 2017
- Mgl ConsultingJan 2000 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 4767044
- Firm CRD
- 42803