Amy Melissa Greth

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

• 05/2011 → Present
  Valic Financial Advisors, Inc
  Venice, FL
• 12/2022 → Present
  Agia
  Houston, TX
• 07/2025 → Present
  Greth Southern Properties, Llc
  Arcadia, FL

Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products GRETH SOUTHERN PROPERTIES, LLC POSITION: Owner/Manager NATURE: Greth Southern Properties, LLC is owned by me and my husband as tenants by entirety. The purpose of this LLC is to hold real estate investments including rental properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2025 ADDRESS: 327 N Wilson Ave, Arcadia FL 34266, United States DESCRIPTION: I am an owner/manager of Greth Southern Properties and am responsible for the operations of the company including books and recordkeeping, as well as management of rental property. DESOTO COUNTY EDUCATION FOUNDATION POSITION: Board Member NATURE: The DCEF raises funds to benefit the DeSoto County School District. These funds go specifically toward school projects in the form of mini-grants and teacher/staff appreciation functions. Additionally, the DCEF serves as a conduit for organizations to provide college scholarships to graduating seniors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2013 ADDRESS: PO Drawer 9000, Arcadia FL 34265, United States DESCRIPTION: As a voting member of the DCEF I attend meetings and vote on business of the board such as the delegation of funds raised by the foundation as well as activities/events that the foundation plans for school district staff. I am also a member of the Finance Committee which is responsible for reviewing budgets and internal controls, as well as making recommendations to the Board of Directors.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-01

Other Names

• Amy Melissa Heine
• Amy Melissa Sorrells