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John L Heacock

Investment adviser representative at Valic Financial Advisors, Inc.
14 yearsExperience
3 statesRegistered in
ChFC®Designation
$29.2BFirm assets

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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

14 years in the industry.

  1. Valic Financial Advisors, Inc.Oct 2025 to now
  2. MML Investors Services, LLCDec 2022 to Oct 2025
  3. Massmutual Life Insurance CompanyNov 2022 to Oct 2025
  4. Merrill Lynch Wealth ManagementFeb 2020 to Nov 2022
  5. Merrill Lynch, Pierce, Fenner & Smith, Inc.Feb 2020 to Nov 2022
  6. Wealth Enhancement GroupMay 2018 to Feb 2020
  7. M Financial GroupMay 2017 to May 2018
  8. M Holdings Securities, Inc.May 2017 to May 2018
  9. Massmutual Financial GroupApr 2012 to May 2017
  10. MML Investors Services, LLCApr 2012 to May 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 3 states (FL, NJ, PA).

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
4873661
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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