Brandon David Shaughnessy

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

• 09/2007 → Present
  Valic Financial Advisors, Inc.
  Austin, TX
• 08/2014 → Present
  Aig Capital Services
  Houston, TX
• 06/2023 → Present
  Sewell Infiniti Of North Houston
  Houston, TX

Other Businesses

B SHAUGHNESSY FAMILY OFFICE, LLC POSITION: Owner NATURE: I will not be offering any product. This is a more efficient investment vehicle for my family's brokerage account. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2019 ADDRESS: 106 Bella Donna, Shenandoah TX 77381, United States DESCRIPTION: This will be my brokerage account. I will trade securities for my family's account. SEWELL INFINITI OF NORTH HOUSTON POSITION: Sales NATURE: Selling new and used vehicles on evenings and weekends. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2023 ADDRESS: 17825 North Freeway, Houston TX 77090, United States DESCRIPTION: Selling new and used vehicles on nights and weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-30
• S63 Uniform Securities Agent State Law Examination
  2007-11-09