D'onte Cole
Investment adviser representative at Valic Financial Advisors, Inc.
12 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
12 years in the industry.
- Valic Financial Advisors, Inc.Nov 2025 to now
- Cw Services and RentalsApr 2025 to now
- AllstateMay 2025 to Nov 2025
- UnemployedDec 2024 to Apr 2025
- J.P. Morgan Securities LLCSep 2022 to Nov 2024
- JPMorgan Chase Bank, N.A.Sep 2022 to Nov 2024
- Spurs Sports and EntertainmentSep 2022 to Mar 2024
- UnemployedAug 2022 to Aug 2022
- Charles Schwab & Co., Inc.Mar 2022 to Jul 2022
- Charles Schwab Bank SsbMar 2022 to Jul 2022
- Bank of America, N.A.Jun 2018 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Mar 2022
- UnemployedMar 2018 to May 2018
- Merill LynchJun 2017 to Aug 2017
- Best BuyAug 2015 to Feb 2018
- Texas Tech UniversityAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6642009
- Firm CRD
- 42803