Casey Lane Skrabanek

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

• 02/2018 → Present
  Valic Financial Advisors
  Houston, TX
• 04/2013 → 12/2017
  Full-Time Education
  Nacogdoches, TX
• 12/2017 → 02/2018
  Unemployed
  Dayton, TX
• 12/2022 → Present
  Agia
  Houston, TX
• 04/2021 → 02/2024
  Revolution Mortgage
  Spring, 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 THIRD COAST FINANCIAL SOLUTIONS POSITION: Owner NATURE: Flow-through for rental property income. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 8322 Sports Haven Dr.., Humble TX 77346, United States DESCRIPTION: Landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-05
• S63 Uniform Securities Agent State Law Examination
  2018-05-16

Other Names

• Casey Skrabanek