Julian Carter Driver

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

• 05/2018 → 01/2019
  Cammack Larhette Brokerage, Inc.
  New York, NY
• 04/2017 → 04/2018
  Strategic Financial Solutions
  New York, NY
• 09/2016 → 04/2017
  American Well
  Boston, MA
• 01/2019 → 07/2021
  New York Life Insurance Co
  New York, NY
• 03/2019 → 07/2021
  Nylife Securities Llc
  New York, NY
• 07/2021 → 12/2023
  Mission Wealth Management, Lp
  Santa Barbara, CA
• 01/2024 → 12/2024
  Manhattan West
  Los Angeles, CA
• 06/2025 → 01/2026
  Secure Investment Management
  Los Angeles, CA
• 01/2025 → 08/2025
  Yelp
  Los Angeles, CA
• 01/2026 → 04/2026
  Gwn Securities
  Palm Beach Gardens, FL
• 04/2026 → 05/2026
  Paulson Investment Company
  Beverly Hills, CA
• 05/2026 → Present
  Valic Financial Advisors Inc
  Beverly Hills, CA

Previous Registrations

• 2026-01-26 → 2026-04-14
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Los Angeles, CA
  Palm Beach Gardens, FL
  Pasadena, CA
• 2025-06-25 → 2025-07-11
  Secure Investment Management, Llc
  Tucson, AZ
  Los Angeles, CA
• 2023-04-19 → 2023-11-19
  Mission Wealth Management, Lp
  Santa Barbara, CA
  Los Angeles, CA

Other Businesses

AGIA POSITION: Agent NATURE: Non- Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/13/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non- Securities Insurance Products for AGIA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-08
• S65 Uniform Investment Adviser Law Examination
  2023-04-15

Other Names

• Julian Driver
• Julian Carter Driver