Rebecca Wesley
Investment adviser representative at Valic Financial Advisors, Inc.
18 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
18 years in the industry.
- Valic Financial Advisors, Inc.Feb 2025 to now
- Rebecca Wesley RealtorAug 2021 to now
- LPL Financial LLCOct 2023 to Jan 2025
- Fidelity InvestmentsMay 2022 to Sep 2023
- Exp RealtyDec 2021 to May 2022
- Remax American DreamSep 2021 to Dec 2021
- Invesco Advisers, Inc.Jan 2010 to Jan 2022
- Invesco Aim Distributors, Inc.Aug 2008 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 4822769
- Firm CRD
- 42803