Eric Soto fernandez
Investment adviser representative at Valic Financial Advisors, Inc.
11 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
11 years in the industry.
- AgiaApr 2025 to now
- Valic Financial Advisors, Inc.Apr 2025 to now
- Bank of TexasApr 2022 to Apr 2025
- UnemployedAug 2021 to Apr 2022
- Ameriprise FinancialJun 2021 to Aug 2021
- Willis Johnson & AssociatesAug 2020 to May 2021
- TargetAug 2019 to Aug 2020
- Matrix ElectronicsAug 2017 to Aug 2019
- Challenge Early College High SchoolApr 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7389867
- Firm CRD
- 42803