Truitt Forrester
Investment adviser representative at Valic Financial Advisors, Inc.
10 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
10 years in the industry.
- Valic Financial Advisors, Inc.Jun 2026 to now
- Integrity MedicalFeb 2025 to Jul 2025
- UnemployedDec 2024 to Feb 2025
- Palomar Commercial Real EstateApr 2024 to Aug 2024
- Emily Wiley InteriorsMay 2023 to May 2026
- Alaska Recreational ManagementMay 2022 to Sep 2022
- Aiken Pest ControlMay 2020 to Jul 2020
- Augusta UniversityAug 2019 to Dec 2024
- Augusta Christian SchoolAug 2017 to May 2019
- Westminster Schools of AugustaJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8244408
- Firm CRD
- 42803