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William Hilton Burke

Valic Financial Advisors, Inc.

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About William Hilton Burke

William Hilton Burke is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Valic Financial Advisors, Inc. and has been with the firm since 2013. William holds a Series 63, 65, 7, and 8 licenses and provides financial planning and portfolio management services to individual and corporate clients. William also serves as an agent for AGIA, a non-securities insurance company.

Firm Information

William Burke 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 Burke’s Registration & Firm History

GA

08/08/2016 - Present

Valic Financial Advisors, Inc. (DULUTH GA)

FL

11/04/2003 - 10/25/2006

NATIONWIDE SECURITIES, INC. (EUSTIS FL)

TX

04/02/1996 - 12/31/2002

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

NY

08/31/1994 - 02/02/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/23/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/29/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Hilton Burke. Review regulatory record here.
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