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Chad James McKinney

Valic Financial Advisors, Inc.

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About Chad James McKinney

Chad McKinney is a financial advisor who has been in the industry since May 2011. Chad has a background in securities and investments, and is currently registered with Valic Financial Advisors, Inc. in North Carolina, Tennessee, and Virginia. Chad is a Certified Financial Planner™ and has experience with financial planning, portfolio management, and selection of other advisers. Chad is also an agent with AGIA, selling non-securities insurance products.

Firm Information

Chad McKinney 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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Chad McKinney’s Registration & Firm History

NC

05/09/2024 - Present

Valic Financial Advisors, Inc. (GREENSBORO NC)

CO

01/12/2022 - 05/02/2023

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

TN

03/30/2015 - 01/03/2022

FIRST HORIZON ADVISORS, INC. (JOHNSON CITY TN)

TN

03/18/2015 - 04/01/2015

SCOTTRADE, INC. (KINGSPORT TN)

TN

12/01/2014 - 03/19/2015

FTB ADVISORS, INC. (JOHNSON CITY TN)

TN

01/08/2013 - 11/17/2014

FIDELITY BROKERAGE SERVICES LLC (JOHNSON CITY TN)

TN

06/21/2011 - 01/02/2013

SCOTTRADE, INC. (KINGSPORT TN)

TN

10/26/2009 - 01/06/2011

EDWARD JONES (BLUFF CITY TN)

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Licenses & Designations

BOTH

Issued 10/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad James McKinney.
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