Chelsey Mixon
Investment adviser representative at Valic Financial Advisors, Inc.
18 yearsExperience
30 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
18 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Mar 2019 to now
- Rafters NpslJan 2016 to May 2017
- HomemakingJun 2008 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 30 states (AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, NJ, NM, NV, OH, OK, OR, TX, UT, VA, WA, WI).
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
- 5189643
- Firm CRD
- 42803