Erin Christine Green

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

• 05/2013 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indian Wells, CA
• 03/2018 → 07/2023
  Ubs Financial Services
  Redlands, CA
• 07/2023 → 10/2024
  Stifel, Nicolaus & Company, Incorporated
  Redlands, CA
• 11/2024 → Present
  Valic Financial Advisors,Inc
  Boise, ID
• 11/2024 → Present
  Agia
  Houston, TX

Previous Registrations

• 2023-07-31 → 2024-10-30
  Stifel, Nicolaus & Company, Incorporated
  Redlands, CA
• 2018-03-19 → 2023-08-10
  Ubs Financial Services Inc.
  Riverside, CA
  Beaumont, CA
• 2015-03-04 → 2018-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indian Wells, CA

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2024 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
  2015-03-03

Other Names

• Erin Christine Hinojosa
• Erin Christine Green
• Erin Christine Green
• Erin Green