Kevin Motley
Investment adviser representative at Valic Financial Advisors, Inc.
15 yearsExperience
2 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.
- AgiaJun 2025 to now
- Valic Financial Advisors, Inc.Jun 2025 to now
- Ameriprise Financial Services, LLCNov 2023 to Jun 2025
- Comerica Securities, Inc.Oct 2023 to Nov 2023
- Bank of America, N.A.Mar 2013 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2011 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 5996560
- Firm CRD
- 42803