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Kaley Nicole Ford

Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
3 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

12 years in the industry.

  1. Valic Financial Advisors, Inc.Aug 2025 to now
  2. Blue Cross and Blue Shield of MississippiSep 2019 to Aug 2025
  3. Juvo TechnologiesOct 2018 to Sep 2019
  4. Belk Department StoresJun 2014 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 3 states (LA, MS, 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
8147771
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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