Caroline Grace Shelton

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 → 06/2023
  Equitable Advisors, Llc
  New York, NY
• 06/2017 → 01/2021
  Texas A & M University
  College Station, TX
• 10/2017 → 11/2019
  Self Employed
  College Station, TX
• 05/2020 → 08/2020
  Battleground Golf Course
  Deer Park, TX
• 06/2013 → 05/2017
  Deer Park High School
  Deer Park, TX
• 07/2023 → Present
  Valic Financial Advisors
  Houston, TX
• 08/2023 → Present
  Agia
  Houston, TX

Previous Registrations

• 2021-07-15 → 2023-07-25
  Equitable Advisors, Llc
  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: 08/07/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2021-06-02

Other Names

• Caroline Grace Chandler
• Caroline Grace Chandler
• Caroline Chandler