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Christopher David Shea

Valic Financial Advisors, Inc.

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About Christopher David Shea

Christopher David Shea is a registered investment advisor with Valic Financial Advisors, Inc. Christopher has been in the industry since 2011. Christopher has experience working with a variety of financial firms, including Cetera Advisor Networks LLC, Hornor, Townsend & Kent, LLC, and First Republic Securities Company, LLC. Christopher holds Series 66, Series 7TO, SIE, and Series 7 licenses. Christopher has a strong background in financial planning and portfolio management for individuals.

Firm Information

Christopher Shea 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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Christopher Shea’s Registration & Firm History

NH

09/19/2024 - Present

Valic Financial Advisors, Inc. (NASHUA NH)

NY

04/15/2020 - 08/07/2024

CETERA ADVISOR NETWORKS LLC (LOUDONVILLE NY)

MA

04/22/2019 - 12/05/2019

HORNOR, TOWNSEND & KENT, LLC (QUINCY MA)

MA

11/17/2015 - 12/16/2016

FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)

CA

09/09/2015 - 11/02/2015

GIRARD SECURITIES, INC. (EL SEGUNDO CA)

CA

09/09/2015 - 11/02/2015

VSR FINANCIAL SERVICES, INC. (el segundo CA)

CA

08/03/2015 - 11/02/2015

CETERA ADVISORS LLC (EL SEGUNDO CA)

CA

08/03/2015 - 11/02/2015

CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)

CA

08/03/2015 - 11/02/2015

CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)

CA

08/03/2015 - 11/02/2015

FIRST ALLIED SECURITIES, INC. (El Segundo CA)

CA

08/03/2015 - 11/02/2015

INVESTORS CAPITAL CORP. (EL SEGUNDO CA)

CA

08/03/2015 - 11/02/2015

LEGEND EQUITIES CORPORATION (El Segundo CA)

CA

08/03/2015 - 11/02/2015

SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)

CA

07/28/2015 - 11/02/2015

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 09/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher David Shea.
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