Joshua Martin
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
4 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.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.May 2021 to now
- UnemployedOct 2020 to Apr 2021
- Wells Fargo Clearing Services, LLCJan 2018 to Oct 2020
- Morgan StanleyJun 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (IL, MD, PA, WI).
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
- 6673213
- Firm CRD
- 42803