JK
Joyce L. Krinsky
VALIC FINANCIAL ADVISORS
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 2143089
JK
Professional summary
Joyce Lynn Krinsky, who also goes by Joyce Lynn Solomon, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Atlanta, Georgia.
Joyce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joyce has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joyce Lynn Solomon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NOTARY POSITION: Notary NATURE: I have been a notary since 2009 and spend less than 1% of my time on this and do not charge for my service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/30/2009 ADDRESS: 3940 Silver Springs Rd, Cumming GA 30041, United States DESCRIPTION: I am a notary and spend less than 1% of my time on this and do not charge for my service. Notarize forms as needed for clients or those that request a notary. 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
CRS (Client Relationship Summary) - RIA
Click below to view Joyce Lynn Krinsky's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Joyce Lynn Krinsky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 29, 2013 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 2300 Windy Ridge Parkway S.e. Suite 240 S, Atlanta, GA 30339RIA
BD
CRD#: 42803
Atlanta, GA
Current
May 28, 2013 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 2300 Windy Ridge Parkway S.e. Suite 240 S, Atlanta, GA 30339RIA
BD
CRD#: 42803
Atlanta, GA
Past
March 6, 2012 - June 7, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
DULUTH, GA
Past
November 30, 2011 - June 7, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
DULUTH, GA
Past
October 8, 2007 - January 8, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ATLANTA, GA
Past
February 8, 2006 - September 14, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
ALPHARETTA, GA
Past
February 8, 2006 - September 14, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
ALPHARETTA, GA
Past
December 14, 2004 - November 1, 2005
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
PARAMUS, NJ
Past
October 23, 2003 - November 1, 2005
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past
April 25, 2000 - December 31, 2002
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
SYRACUSE, NY
Past
November 18, 1997 - April 17, 2000
CITISTREET EQUITIES LLC
BD
CRD#: 7447
SOMERSET, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/17/2018)
IAR
Alabama(8/20/2018)
RR
California(6/19/2013)
IAR
California(6/19/2013)
RR
Colorado(8/17/2018)
IAR
Colorado(8/20/2018)
RR
Connecticut(9/6/2019)
IAR
Connecticut(9/9/2019)
RR
Delaware(7/31/2023)
IAR
Delaware(8/2/2023)
RR
Florida(6/10/2015)
IAR
Florida(3/15/2016)
RR
Georgia(5/28/2013)
IAR
Georgia(5/29/2013)
RR
Minnesota(8/17/2018)
IAR
Minnesota(8/22/2018)
RR
New Jersey(5/16/2022)
IAR
New Jersey(5/16/2022)
RR
New Mexico(7/18/2024)
IAR
New Mexico(7/18/2024)
RR
New York(4/12/2016)
IAR
New York(8/16/2021)
RR
North Carolina(1/23/2020)
IAR
North Carolina(5/13/2021)
RR
South Carolina(2/5/2015)
IAR
South Carolina(2/6/2015)
RR
Tennessee(7/8/2021)
RR
Texas(6/16/2025)
IAR
Texas(6/16/2025)
RR
Utah(7/31/2025)
IAR
Utah(8/1/2025)
RR
Vermont(5/2/2024)
IAR
Vermont(5/2/2024)
RR
Wisconsin(7/8/2021)
IAR
Wisconsin(7/8/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
2919 Allen Parkway L3-20, Houston, TX 77019
Mailing Address
2919 Allen Parkway L3-20, Houston, TX 77019-2158
Phone number
(866) 544-4968
Established
Texas since 11/18/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,633
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | DIRECT OWNER | |
| BURNETTE, CYNTHIA LEA | CHIEF FINANCIAL OFFICER AND TREASURER | 1863103 |
| FORTEY, MICHAEL | VFA CHIEF COMPLIANCE OFFICER BROKER DEALER | 2304969 |
| GIBSON, KRISTA DE LOIS | PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES | 2348708 |
| JOE, CHRISTOPHER CHUCK | VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR | 2373056 |
| LOGAN, JOHN ALBERT | CHIEF OPERATIONS OFFICER | 4378887 |
| MARCIEL-CARR, THERESA H | VICE PRESIDENT, FIELD SUPERVISION | 5428259 |
| NORRIS, JOHN ERIK | SECRETARY | 8188573 |
| RINK, VERONICA LYNETTE | VICE PRESIDENT, BUSINESS ADMINISTRATION | 4724432 |
Regulatory assets under management
| Total Number of Accounts | 293,993 |
| AUM (Assets Under Management) | $ 26,372,603,709 |
Disclosures
| Regulatory Event | 17 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/27/2025 | ||
| 04/29/2024 | ||
| 04/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
