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Robert J Williams

Investment adviser representative at Valic Financial Advisors, Inc.
11 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

11 years in the industry.

  1. AgiaMar 2025 to now
  2. Valic Financial Advisors, Inc.Jan 2025 to now
  3. UnemployedOct 2024 to Jan 2025
  4. SigndealzMay 2022 to Oct 2024
  5. Nec Signs and ProductsJan 2015 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 5 states (IL, LA, OH, PA, 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
8031240
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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