Bernice Castaneda
Investment adviser representative at Valic Financial Advisors, Inc.
14 yearsExperience
15 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.May 2022 to now
- J.P. Morgan Securities LLCOct 2018 to Apr 2022
- JPMorgan Chase Bank, N.A.Oct 2018 to Apr 2022
- USAADec 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 15 states (CO, CT, DC, DE, FL, MA, MD, ME, NH, NJ, NY, RI, TX, VA, VT).
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
- 7029427
- Firm CRD
- 42803