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William Cody Gilbert

Valic Financial Advisors, Inc.

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About William Cody Gilbert

William Cody Gilbert is an active Registered Representative and Investment Adviser Representative with Valic Financial Advisors, Inc. William has been in the financial industry since 1999 and has passed the Series 7, Series 24, Series 63 and Series 65 exams. William has been with Valic Financial Advisors, Inc. since 2005. William has also previously worked with Charles Schwab & Co., Inc., BANC ONE SECURITIES CORPORATION, ATLAS SECURITIES, INC. and AIG CAPITAL SERVICES, INC. William currently works out of the Holly Springs, NC office.

Firm Information

William Gilbert 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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William Gilbert’s Registration & Firm History

NC

03/15/2007 - Present

Valic Financial Advisors, Inc. (HOLLY SPRINGS NC)

NJ

11/19/2013 - 08/16/2021

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CA

04/27/2004 - 08/27/2004

ATLAS SECURITIES, INC. (SAN LEANDRO CA)

IL

10/14/2003 - 04/26/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

TX

11/04/1999 - 10/20/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 03/14/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Cody Gilbert.
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