Melika Shauna alessandra Smith
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.
- Self EmploymentAug 2025 to now
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Dec 2021 to now
- UnemployedNov 2021 to Dec 2021
- Northwestern Mutual Investment Services LLCJun 2020 to Oct 2021
- Northwestern Mutual Life Insurance CompanyJun 2020 to Oct 2021
- Laid Off Due To Covid 19Mar 2020 to Jun 2020
- Hampton Inn and Homewood Suites Chicago Mag MileJan 2019 to Mar 2020
- Ambassador Hotel ChicagoSep 2017 to Jan 2019
- Trump International Hotel and Tower Paid InternshipApr 2017 to Aug 2017
- Old Town SocialJan 2017 to May 2017
- UnemployedNov 2016 to Jan 2017
- Hyatt Chicago Magnificent MileApr 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7255874
- Firm CRD
- 42803