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Thomas M Taylor

Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
5 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

13 years in the industry.

  1. Valic Financial Advisors, Inc.Jan 2025 to now
  2. AgiaDec 2024 to now
  3. Army National GuardMay 2022 to now
  4. US Army Flight SchoolMay 2023 to Aug 2024
  5. Nature's ClassroomJul 2022 to Oct 2022
  6. Boardtown Pizza and PintsMay 2022 to May 2022
  7. Vista Pet HospitalMay 2020 to Aug 2020
  8. Mississippi State Army RotcNov 2019 to May 2022
  9. The Peach TruckJun 2019 to Aug 2019
  10. Mississippi State UniversityAug 2018 to May 2022
  11. Hickman County High SchoolAug 2017 to May 2018
  12. Logo BrandsOct 2016 to Dec 2016
  13. Grace Christian AcademyAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 5 states (AR, GA, LA, MS, 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
8028894
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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