Vincent Patrick Guy
Financial advisor at Valic Financial Advisors, Inc. · Winooski, VT
Last updated 2026-10-10
Claim your profileVincent Patrick Guy is a financial advisor at Valic Financial Advisors, Inc. in Winooski, VT, CRD 5008143. Licenses and exams on the registration: Series 66. IAPD registration began 2005-11-10.
Registration
- CRD number
- 5008143
- Registration status
- Active
- IAPD registration
- 2005-11-10
- Industry Experience
- 20 years
- Work Experience
- 20 years
- States registered
- FL, MA, ME, NC, NH, NJ, NY, TX, VT
Licenses and exams
- Series 66
Work history
- 2006-06 to Present · Valic Financial Advisors · Waltham, MA
- 2022-12 to Present · Agia · Houston, TX
Current employment
- Valic Financial Advisors, Inc. · Houston, TX
Valic Financial Advisors, Inc.
- Regulatory AUM
- $29,215,100,590
- Registered advisors
- 1,253
- Offices
- 301
- Clients per advisor
- 233.9 (High)
- Average AUM per client
- $99.7K (Low)
- High-net-worth client ratio
- 0.7% (Low)
Valic Financial Advisors, Inc.: advisors, services and reported ETF investments
About
Vincent Patrick Guy is a financial advisor at Valic Financial Advisors, Inc. in Winooski, VT. Reported securities licenses include Series 66. The latest record indicates 20 years of industry experience and 20 years of reported work history.
Valic Financial Advisors, Inc.'s firm-level Form ADV reports 1,253 advisors across 301 offices; approximately 233.9 clients per advisor, average assets per client of $99,701, and regulatory AUM of $29.2B; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Other Advisory Service.
What this firm offers
Filed by Valic Financial Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
476 Main Street, Winooski, VT 05404
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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