William Cody Gilbert

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → Present
  Valic Financial Advisors
  Houston, TX
• 11/2013 → Present
  Sunamerica Capital Services, Inc.
  Houston, TX
• 10/2005 → Present
  Agia
  Houston, TX

Other Businesses

LAKE HOUSE RENTAL POSITION: Owner NATURE: Lake House rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2020 ADDRESS: 208 Crain Crt, Mt Gilead NC 27306, United States DESCRIPTION: I don't manage the Airbnb. My wife manages everything. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/31/2005 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-14
• S63 Uniform Securities Agent State Law Examination
  1999-11-18