Juan Perez
Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$29.2BFirm assets
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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
12 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Oct 2021 to now
- ProgressiveMay 2021 to Oct 2021
- UnemployedMar 2021 to May 2021
- Massmutual Greater HoustonMay 2019 to Mar 2021
- Enterprise Rent-a-carMay 2018 to Feb 2019
- University of HoustonAug 2017 to May 2019
- US MineralsJul 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7449430
- Firm CRD
- 42803