D'oNte Cole

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

• 06/2018 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 08/2013 → 12/2017
  Texas Tech University
  Lubbock, TX
• 03/2018 → 05/2018
  Unemployed
  San Antonio, TX
• 08/2015 → 02/2018
  Best Buy
  Lubbock, TX
• 06/2018 → 03/2022
  Bank Of America, N.A.
  San Antonio, TX
• 03/2022 → 07/2022
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 03/2022 → 07/2022
  Charles Schwab Bank Ssb
  San Antonio, TX
• 09/2022 → 11/2024
  J.P. Morgan Securities Llc
  San Antonio, TX
• 09/2022 → 11/2024
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 08/2022 → 08/2022
  Unemployed
  San Antonio, TX
• 06/2017 → 08/2017
  Merill Lynch
  San Antonio, TX
• 09/2022 → 03/2024
  Spurs Sports And Entertainment
  San Antonio, TX
• 05/2025 → 11/2025
  Allstate
  Remote, TX
• 04/2025 → Present
  Cw Services And Rentals
  Odessa, TX
• 12/2024 → 04/2025
  Unemployed
  San Antonio, TX
• 11/2025 → Present
  Valic Financial Advisors Inc
  Odessa, TX
• 04/2025 → Present
  Cw Services And Rentals
  Midland, TX

Previous Registrations

• 2022-11-04 → 2024-12-06
  J.P. Morgan Securities Llc
  Atlanta, GA
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2022-04-28 → 2022-07-14
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 2018-10-19 → 2022-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  New York, NY

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/17/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA CW SERVICES AND RENTALS POSITION: Financial Manager NATURE: Oil and Gas INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2025 ADDRESS: 10110 W CR 72, Midland TX 79707, United States DESCRIPTION: Meet with leadership and owners to deliver updated financial reports on a monthly or as needed basis. Ensure QuickBooks is up to date. Non investment related.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-18

Other Names

• Donte Demetrius Cole
• Donte Cole
• D'oNte Demetrius Cole
• Donte D Cole
• Dontecole D Cole
• D'oNte Cole
• D'oNte Cole
• Donte Cole