Matthew William Guthrie

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

• 04/2016 → 11/2016
  Carversville Farm Foundation
  Carversville, PA
• 12/2016 → 08/2018
  Unemployed
  Philadelphia, PA
• 09/2018 → 06/2019
  Keller Williams Philly
  Philadelphia, PA
• 07/2019 → 01/2021
  Unemployed
  Houston, TX
• 02/2021 → Present
  Jla Realty
  Houston, TX
• 03/2024 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 04/2024 → Present
  Agia
  Houston, TX

Previous Registrations

• 2014-02-04 → 2015-09-10
  Valic Financial Advisors, Inc.
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA. JLA REALTY POSITION: Realtor NATURE: Real Estate Agent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2021 ADDRESS: 5332 FM 1960, Suite C, Humble TX 77346, United States DESCRIPTION: Assist clients in the buying and selling of homes.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-09
• S65 Uniform Investment Adviser Law Examination
  2014-01-21
• S63 Uniform Securities Agent State Law Examination
  2011-08-01

Other Names

• Matthew William Guthrie
• Matthew Guthrie