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Esmeralda Gonzales

Investment adviser representative at Valic Financial Advisors, Inc.
14 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

14 years in the industry.

  1. AgiaJun 2023 to now
  2. Valic Financial Advisors, Inc.Jun 2023 to now
  3. UnemployedDec 2022 to Jun 2023
  4. Valic Financial Advisors, Inc.Jun 2022 to Dec 2022
  5. Orion Real EstateFeb 2012 to Apr 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

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
7564258
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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