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William Shallenberger

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.

  1. Valic Financial Advisors, Inc.Apr 2026 to now
  2. Edward JonesSep 2024 to Mar 2026
  3. The Prudential Insurance Company of AmericaSep 2023 to Sep 2024
  4. UnemployedMar 2023 to Sep 2023
  5. Gradle IncMay 2022 to Mar 2023
  6. Pixoul IncMay 2021 to May 2022
  7. Self Employed - ScreenrantMar 2021 to Aug 2021
  8. Slt Commercial With Atlanta CommunitiesApr 2020 to May 2021
  9. Apollo TechnicalNov 2019 to Apr 2020
  10. Southern New Hampshire UniversityJan 2019 to Apr 2021
  11. Edward JonesAug 2018 to Nov 2019
  12. Kennesaw State UniversitySep 2017 to Dec 2018
  13. Mez Corp (airemaster)Jan 2017 to Nov 2019
  14. Columbus State Community CollegeSep 2015 to Dec 2016
  15. Abercrombie and FitchMay 2015 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TN).

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
6997792
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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