Maxie Balthrop Cox
Investment adviser representative at Valic Financial Advisors, Inc.
11 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
11 years in the industry.
- AgiaMay 2025 to now
- Valic Financial Advisors, Inc.Apr 2025 to now
- UnemployedDec 2024 to Apr 2025
- Fidelity InvestmentsOct 2021 to Dec 2024
- Versus Rivalry SwagAug 2021 to Mar 2024
- Camp Craft CocktailsAug 2019 to Sep 2021
- Wicked Barley Brewing CompanyFeb 2018 to Mar 2020
- UnemployedJul 2017 to Jan 2018
- University of OregonAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7454721
- Firm CRD
- 42803