Rickey Jack Carlson
Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
19 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
12 years in the industry.
- AgiaFeb 2023 to now
- Valic Financial Advisors, Inc.Feb 2023 to now
- LPL Financial LLCOct 2022 to Jan 2023
- Symphony Financial, Ltd. Co.Sep 2022 to Jan 2023
- AIG Capital Services, Inc.Dec 2015 to Aug 2021
- Valic Financial AdvisorsJan 2014 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 19 states (AK, AR, DE, FL, MA, MD, ME, MI, NC, NH, NJ, OR, PA, RI, SC, TX, VA, VT, WA).
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
- 5708708
- Firm CRD
- 42803