Daniel Glenn Caldwell

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

• 01/2016 → 07/2017
  Valic Financial Advisors Inc.
  Macon, GA
• 07/2017 → Present
  Valic Financial Advisors Inc.
  Atlanta, GA
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2007-09-12 → 2007-11-19
  Valic Financial Advisors, Inc.
  Atlanta, GA
• 2003-03-28 → 2007-06-28
  Valic Financial Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

Harbor Ministries,Inc. non-investment related. 35 West Tennessee Ave, McCaysville, GA 30555.President with duties which include authorized signer on checking account and have authority to transact after the church's approval. Commenced activity 11/20/1996. 0% of hours/month is devoted during securities trading hours. Notary. 291 Plantation Center Dr. North Apt 907, Macon, GA 31210.Use the notary for helping people to get a signature notarized with no fee. Non-investment related. The date this activity commenced was on 9/1/2016. 0% of hours/month is devoted to this activity during securities trading hours. 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

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-07
• S63 Uniform Securities Agent State Law Examination
  2016-01-25

Other Names

• Danny Caldwell