Patrick Goodrich
Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business
Are you Patrick Goodrich? Claim your profile
Contact this firm
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
12 years in the industry.
- Valic Financial Advisors, Inc.May 2025 to now
- Pinellas County SchoolsMay 2024 to now
- Alternative Education FoundationAug 2022 to May 2024
- Broward County Public SchoolsAug 2018 to Aug 2022
- University of FloridaAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8082312
- Firm CRD
- 42803