Michael Green
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
3 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.
- AgiaJun 2024 to now
- Valic Financial Advisors, Inc.Jun 2024 to now
- Rethink WealthMay 2023 to May 2024
- UnemployedNov 2022 to Apr 2023
- Centurion Subsea ServicesJul 2022 to Nov 2022
- Texas Tech UniversityAug 2019 to May 2022
- Favor DeliveryApr 2018 to Jun 2022
- Lonestar CollegeAug 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, 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
- 7939306
- Firm CRD
- 42803