Joel Garrett
Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
2 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
13 years in the industry.
- AgiaDec 2024 to now
- Valic Financial Advisors, Inc.Dec 2024 to now
- ActikareSep 2024 to now
- Cwm, LLCJul 2022 to Dec 2024
- Wealth Standard FinancialMar 2021 to Dec 2024
- LPL Financial LLCMar 2021 to Jul 2022
- LPL FinancialAug 2020 to Feb 2021
- Lamar CisdAug 2013 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7283262
- Firm CRD
- 42803