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Bartley Shawn Casey

Valic Financial Advisors, Inc.

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About Bartley Shawn Casey

Bartley Casey is a financial advisor with Valic Financial Advisors, Inc.. Bartley has been in the financial services industry since 1996. Bartley is registered in 25 states and 17 states as an Investment Advisor Representative. Bartley has a series 6, 7, 26, 63, and 65 license. Bartley is a Certified Financial Planner. Bartley has experience providing financial planning, portfolio management, selection of other advisors, and wrap accounts to individuals. Bartley previously worked at The Variable Annuity Marketing Company in Houston, Texas.

Firm Information

Bartley Casey is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bartley Casey’s Registration & Firm History

FL

06/09/2005 - Present

Valic Financial Advisors, Inc. (BOCA RATON FL)

TX

01/15/1996 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 05/26/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bartley Shawn Casey.
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