Shannon Heather Cotter
Investment adviser representative at Valic Financial Advisors, Inc.
14 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
14 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Mar 2022 to now
- American Income Life Insurance CompanyJun 2020 to Mar 2022
- UnemployedJan 2020 to Jun 2020
- NotaryMay 2019 to May 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2020
- Wells Fargo Advisors, LLC.Sep 2016 to Nov 2016
- Wells Fargo Bank NANov 2012 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 6708913
- Firm CRD
- 42803