Joshua Victor Cervantes
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.Mar 2023 to now
- AgiaNov 2022 to now
- Mcdonald'sMar 2023 to Jun 2023
- Nylife Securities LLCDec 2019 to Aug 2022
- New York Life Insurance CoOct 2018 to Jul 2022
- Bbva CompassJun 2017 to Jan 2019
- AaaJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7025556
- Firm CRD
- 42803