Richard Lowell Bateman
Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Valic Financial Advisors, Inc.Apr 2024 to now
- UnemployedNov 2023 to Mar 2024
- Cambridge Investment Research Advisors Inc.Feb 2022 to Oct 2023
- Cambridge Investment Research Inc.Feb 2022 to Oct 2023
- UnemployedAug 2021 to Feb 2022
- Next Financial Group, Inc.Nov 2017 to Aug 2021
- UnemployedFeb 2017 to Oct 2017
- J.P. Morgan Securities LLCSep 2013 to Jan 2017
- JPMorgan Chase Bank NASep 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5910249
- Firm CRD
- 42803