Joel Garrett

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

• 03/2021 → 07/2022
  Lpl Financial Llc
  Houston, TX
• 08/2013 → 07/2020
  Lamar Cisd
  Rosenberg, TX
• 08/2020 → 02/2021
  Lpl Financial
  Houston, TX
• 07/2022 → 12/2024
  Cwm, Llc
  Omaha, NE
• 03/2021 → 12/2024
  Wealth Standard Financial
  Houston, TX
• 12/2024 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 09/2024 → Present
  Actikare
  Fresno, TX
• 12/2024 → Present
  Agia
  Houston, TX

Previous Registrations

• 2022-07-25 → 2024-12-12
  Cwm, Llc
  Houston, TX
  Omaha, NE
• 2021-07-29 → 2022-07-28
  Lpl Financial Llc
  Houston, TX

Other Businesses

ACTIKARE POSITION: Co-owner NATURE: Caregiving agency. Deploying personal caregivers to homes of elderly and disabled clients. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2024 ADDRESS: 2727 Park Oak Ct., Fresno TX 77545, United States DESCRIPTION: The screening and scheduling of caregivers to be deployed to client homes. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-29
• S66 Uniform Combined State Law Examination
  2021-07-28