Andrew Lee Burton
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$29.2BFirm assets
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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
11 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Sep 2019 to now
- State Farm Vp Management CorpJan 2019 to Sep 2019
- Kyle Tomlinson Insurance AgencyJul 2018 to Sep 2019
- Burton Interior ConstructionNov 2017 to Jul 2018
- Hornor Townsend and Kent IncJan 2015 to Nov 2017
- Penn Mutual Life Insurance CoJan 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 10 states (DE, FL, IL, MD, NJ, NY, PA, SC, VA, WV).
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
- 6323545
- Firm CRD
- 42803