Chad James Mckinney
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$29.2BFirm assets
Are you Chad James Mckinney? Claim your profile
Contact this firm
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
11 years in the industry.
- AgiaApr 2024 to now
- Valic Financial Advisors, Inc.Apr 2024 to now
- UnemployedMay 2023 to Apr 2024
- Advised Assets Group, LLCJan 2022 to Apr 2023
- Gwfs Equities, IncJan 2022 to Apr 2023
- Ftb Advisors, Inc.Mar 2015 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (AL, GA, NC, TN, 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
- 5714695
- Firm CRD
- 42803