Sandra Montoya
Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
35 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business
Are you Sandra Montoya? Claim your profile
Contact this firm
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.
- Coast To Coast CateringAug 2024 to now
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Jul 2021 to now
- Pipeline Machinery InternationalMar 2018 to Jul 2021
- College of Education Student Advising CenterMay 2017 to Dec 2017
- Stephen F Austin State UniversityAug 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 35 states (AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, 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
- 7414277
- Firm CRD
- 42803