Daniel Frederick Parisi
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
6 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.
- AgiaJul 2024 to now
- Valic Financial Advisors, Inc.Sep 2023 to now
- Angel Water Inc.Jul 2018 to now
- Harper CollegeJun 2023 to Aug 2023
- University of Illinois Champaign-urbanaAug 2022 to May 2024
- Four Star Wealth AdvisorsMay 2022 to Aug 2022
- Parkland CollegeAug 2020 to May 2022
- University of Illinois Champaign-urbanaAug 2020 to Dec 2020
- Barrington High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 6 states (FL, IL, IN, MI, NV, WI).
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
- 7807941
- Firm CRD
- 42803