Gustavo Ibanez
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
6 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
10 years in the industry.
- AgiaFeb 2025 to now
- Valic Financial Advisors, Inc.Feb 2025 to now
- Bank of America, N.A.Nov 2024 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to Feb 2025
- Northwestern MutualAug 2024 to Oct 2024
- Bank of America, N.A.Jul 2016 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, GA, PA, TX, WI).
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
- 7226030
- Firm CRD
- 42803