Kell S Grady
Investment adviser representative at Valic Financial Advisors, Inc.
16 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
16 years in the industry.
- Valic Financial Advisors, Inc.Nov 2025 to now
- Texas Financial AdvisorsAug 2025 to Oct 2025
- TargetJun 2025 to Aug 2025
- Fort Worth Country DayMay 2024 to Aug 2024
- Lavner EducationJun 2023 to Jul 2023
- Clarkson UnversityMay 2022 to Aug 2022
- Clarkson UniversityAug 2021 to Jun 2025
- Ledyard FarmsAug 2019 to May 2021
- Southern Cayuga Central SchoolMar 2009 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
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
- 8179995
- Firm CRD
- 42803