Tatum Garcia
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Valic Financial Advisors, Inc.Apr 2025 to now
- Vitalus HealthOct 2024 to May 2025
- Flatbay CapitalJul 2024 to Sep 2024
- University of MiamiMay 2024 to Aug 2024
- Habitat - 1 HotelJan 2024 to Mar 2024
- Pao - FaenaJan 2024 to Mar 2024
- Plt EventsJul 2022 to Dec 2023
- Texas A&m International UnivereseityJan 2021 to Dec 2022
- Texas A&m University Memory, Metacognition, and Creative CognitiAug 2020 to Dec 2020
- Ymca of Greater HoustonJun 2020 to Aug 2020
- Koppe Bridge Bar and GrillAug 2019 to Aug 2023
- PondicheriJun 2019 to Aug 2019
- The Briar ClubJun 2019 to Aug 2019
- Texas A&m UniversityAug 2018 to Dec 2020
- Pinot's PaletteJul 2017 to Aug 2020
- Blinn CollegeAug 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8080316
- Firm CRD
- 42803