Julie Lynn Copelan

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

• 10/2014 → Present
  Valic Financial Advisors, Inc.
  Atlanta, GA
• 12/2022 → Present
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products SELF VIA POSHMARK POSITION: None NATURE: Poshmark is an online marketplace to resale preowned clothing. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2025 ADDRESS: 194 Lynda Lane, Pine Mountain GA 31822, United States DESCRIPTION: Poshmark is an online marketplace to resale preowned clothing. Time spent - evening or weekends

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-10
• S63 Uniform Securities Agent State Law Examination
  2014-10-11

Other Names

• Julie Lynn Simpson