Phillip Le Nguyen
Investment adviser representative at Valic Financial Advisors, Inc.
11 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
11 years in the industry.
- Valic Financial Advisors, Inc.Jun 2026 to now
- University of MarylandAug 2025 to May 2026
- Stonebridge Advisors LLC.Jun 2025 to Aug 2025
- University of MarylandAug 2024 to Jun 2025
- SecuJun 2024 to Aug 2024
- University of MarylandJan 2024 to Jun 2024
- Roggenart BakeryMay 2023 to Jan 2024
- University of MarylandJan 2023 to May 2023
- Glory Days GrillMay 2021 to Jan 2023
- N/aJan 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8104362
- Firm CRD
- 42803