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Alyssa Dubnansky

VALIC FINANCIAL ADVISORS
BATON ROUGE, LA 70809
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CRD#: 6150516
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Alyssa DubnanskyVALIC FINANCIAL ADVISORS

Professional summary

Alyssa Dubnansky, who also goes by Alyssa Marie Brown, Alyssa Marie Peterson, Alyssa Peterson, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Baton Rouge, Louisiana.

Alyssa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Alyssa has worked at 4 firms and has passed the Series 66, SIE, Series 52, Series 7, Series 4, Series 53 and Series 24 exams.

Aliases

Alyssa Marie Brown | Alyssa Marie Peterson | Alyssa Peterson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa Dubnansky's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Alyssa Dubnansky's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 6, 2026 - Present

VALIC FINANCIAL ADVISORS, INC.

Office #1: 8545 United Plaza Boulevard Suite 220, Baton Rouge, LA 70809
RIA
BD
CRD#: 42803
BATON ROUGE, LA
Current

July 6, 2026 - Present

VALIC FINANCIAL ADVISORS, INC.

Office #1: 8545 United Plaza Boulevard Suite 220, Baton Rouge, LA 70809
RIA
BD
CRD#: 42803
BATON ROUGE, LA
Past

June 28, 2023 - April 23, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
SAN DIEGO, CA
Past

March 12, 2018 - June 22, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
BATON ROUGE, LA
Past

March 9, 2018 - June 22, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 23, 2017 - March 5, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WALTHAM, MA
Past

August 23, 2017 - March 5, 2018

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

July 1, 2016 - September 13, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

March 10, 2015 - September 13, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA

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
Louisiana
(7/6/2026)
IAR
Louisiana
(7/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 11/27/2017
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 3/10/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 4/18/2018
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/11/2017
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/20/2015
General Securities Principal Examination
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

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO SERVICES PROGRAM- VC23988 (9/8/2025)
MIP UNIFIED MANAGED ACCOUNT PROGRAM (3/28/2025)
FINANCIAL PLANNING & CONSULTING SERVICES BROCHURE (3/28/2025)
WRAP FEE PROGRAM BROCHURE FOR VFA MANAGED INVESTMENT PROGRAM - VC23987 (3/28/2025)
WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO ADVANTAGE PROGRAM - VC38857 (3/28/2025)

Direct owners and executive officers

NamePositionCRD#
THE VARIABLE ANNUITY LIFE INSURANCE COMPANYDIRECT OWNER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER AND TREASURER1863103
FORTEY, MICHAELVFA CHIEF COMPLIANCE OFFICER BROKER DEALER2304969
GIBSON, KRISTA DE LOISPRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES2348708
JOE, CHRISTOPHER CHUCKVFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR2373056
LOGAN, JOHN ALBERTCHIEF OPERATIONS OFFICER4378887
MARCIEL-CARR, THERESA HVICE PRESIDENT, FIELD SUPERVISION5428259
NORRIS, JOHN ERIKSECRETARY8188573
RINK, VERONICA LYNETTEVICE PRESIDENT, BUSINESS ADMINISTRATION4724432

Regulatory assets under management

Total Number of Accounts293,993
AUM (Assets Under Management)$ 26,372,603,709

Disclosures

Regulatory Event17
Arbitration3

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
01/27/2025
Cover Page
Report
04/29/2024
Cover Page
Report
04/28/2023
Cover Page
Report

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.

Company Information

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803Baton Rouge, LA 70809

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