Aubrey Lawrence Wilkinson
Investment adviser representative at Valic Financial Advisors, Inc.
12 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
12 years in the industry.
- Valic Financial Advisors, Inc.Jan 2026 to now
- HomemakerDec 2025 to Jan 2026
- Hyatt RegencyAug 2025 to Nov 2025
- Fifth Third BankMar 2025 to Jul 2025
- The Harbourview InnOct 2024 to Mar 2025
- Sales FocusAug 2024 to Oct 2024
- Harris TeeterJan 2024 to Aug 2024
- New York LifeSep 2023 to Dec 2023
- Wilkinson Financial Group, LLC (sole Proprietor)Dec 2021 to Sep 2023
- HomemakerSep 2021 to Dec 2021
- The French Quarter InnJan 2020 to Sep 2021
- AdidasSep 2019 to Dec 2019
- Connecticut Spring and StampingMar 2019 to Sep 2019
- Specialty PrintingJan 2019 to Mar 2019
- Bob's StoresNov 2018 to Dec 2018
- Westside MarketplaceAug 2018 to Nov 2018
- Tri-town FoodsSep 2016 to Sep 2018
- StudentAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, WA).
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
- 7793041
- Firm CRD
- 42803