Corey Wilcox

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

• 04/2022 → 08/2022
  Valic Financial Advisors
  Houston, TX
• 04/2014 → 10/2017
  Apple
  Austin, TX
• 10/2017 → 01/2018
  Strictly Health Insurance
  The Woodlands, TX
• 01/2018 → 04/2018
  All Web Leads
  Austin, TX
• 07/2018 → 04/2022
  Retirement Education Partners
  Jasper, TX
• 11/2024 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 10/2022 → 06/2023
  Guardify Insurance Group
  Magnolia, TX
• 06/2023 → 10/2024
  Team Fesa
  Houston, TX
• 10/2024 → Present
  Agia
  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: 10/28/2024 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
  2025-01-10

Other Names

• Corey Dean Wilcox