Muhammad Afzal Ali
Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
29 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
12 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Nov 2018 to now
- Center for Student Media, University of HoustonJun 2017 to Sep 2017
- UnemployedSep 2016 to May 2017
- University of HoustonJan 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 29 states (AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WV).
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
- 7042436
- Firm CRD
- 42803