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Emely Benitez

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.

  1. AgiaJan 2024 to now
  2. Valic Financial Advisors, Inc.Jan 2024 to now
  3. UnemployedNov 2023 to Jan 2024
  4. Valic Financial Advisors, Inc.Jun 2023 to Nov 2023
  5. Houston Christian UniversityJun 2020 to Dec 2021
  6. Galena Park IsdJan 2019 to May 2023
  7. Pasadena IsdJan 2018 to Jan 2019
  8. UnemployedAug 2017 to Dec 2017
  9. St. Luke's United Methodist Summer SchoolJun 2017 to Aug 2017
  10. Houston Christian UniversityAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State 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
7743783
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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