Julian Carter Driver
Investment adviser representative at Valic Financial Advisors, Inc.
10 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
10 years in the industry.
- Valic Financial Advisors, Inc.May 2026 to now
- Paulson Investment CompanyApr 2026 to May 2026
- Gwn SecuritiesJan 2026 to Apr 2026
- Secure Investment ManagementJun 2025 to Jan 2026
- YelpJan 2025 to Aug 2025
- Manhattan WestJan 2024 to Dec 2024
- Mission Wealth Management, LPJul 2021 to Dec 2023
- Nylife Securities LLCMar 2019 to Jul 2021
- New York Life Insurance CoJan 2019 to Jul 2021
- Cammack Larhette Brokerage, Inc.May 2018 to Jan 2019
- Strategic Financial SolutionsApr 2017 to Apr 2018
- American WellSep 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7014641
- Firm CRD
- 42803