Joshua Indykiewicz
Investment adviser representative at Valic Financial Advisors, Inc.
11 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
11 years in the industry.
- Valic Financial Advisors, Inc.Jun 2026 to now
- Pershing Advisor Solutions LLCAug 2025 to Jun 2026
- Pershing LLCAug 2025 to Jun 2026
- Pershing Advisor Solutions (contractor)Jul 2024 to Aug 2025
- CapitalizeFeb 2024 to Jun 2024
- UnemployedJun 2023 to Feb 2024
- Robinhood Markets, IncJun 2022 to Jun 2023
- Robinhood FinancialJan 2021 to Jun 2023
- TD AmeritradeDec 2019 to Jan 2021
- Charles Schwab & Co., Inc.Apr 2018 to Dec 2019
- Market Trader's Institute Inc.Jun 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6939371
- Firm CRD
- 42803