Daniel Hernandez
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.Apr 2026 to now
- J.P. Morgan Securities LLCJun 2025 to Apr 2026
- JPMorgan Chase Bank, N.A.Jun 2025 to Apr 2026
- Wells FargoAug 2024 to Jun 2025
- Treasure Island Antiques IncJan 2024 to Dec 2024
- Bankers Life & CasualtyMay 2023 to Jun 2024
- UnemployedMar 2023 to Apr 2023
- Finemark National Bank & TrustAug 2022 to Feb 2023
- Wells FargoOct 2020 to Aug 2022
- Saks Fifth AvenueSep 2019 to Oct 2020
- TargetNov 2017 to Sep 2019
- UnemployedJun 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 8110164
- Firm CRD
- 42803