David Duque
Investment adviser representative at Valic Financial Advisors, Inc.
15 yearsExperience
10 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
15 years in the industry.
- AgiaJul 2023 to now
- Valic Financial Advisors, Inc.Jul 2023 to now
- Guardian Life Insurance CompanyJan 2023 to Jul 2023
- Park Avenue SecuritiesJan 2023 to Jul 2023
- Valic Financial AdvisorsDec 2008 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 10 states (AR, AZ, CA, CO, NC, NM, OH, OK, TX, VA).
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
- 5618788
- Firm CRD
- 42803