Dillon Giardini
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
6 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
10 years in the industry.
- Valic Financial Advisors, Inc.Sep 2024 to now
- AgiaSep 2024 to now
- Valic Financial Advisor,incSep 2024 to now
- J.P. Morgan Securities LLCMar 2023 to Sep 2024
- JPMorgan Chase Bank, N.A.Mar 2023 to Sep 2024
- UnemployedFeb 2023 to Feb 2023
- Northwestern Mutual Capwell Financial Advisors / Gza Group LLCJan 2019 to Jan 2023
- Northwestern Mutual Investment Services LLCDec 2018 to Jan 2023
- Rebel FinancialMay 2018 to Aug 2018
- KrogerDec 2016 to Aug 2017
- The Ohio State UniversityJan 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 6 states (CO, FL, IL, NJ, OH, 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
- 6414842
- Firm CRD
- 42803