EG
Eric J. Gibson
VALIC FINANCIAL ADVISORS
SPRINGFIELD, MO 65807
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CRD#: 6824816
EG
Professional summary
Eric John Gibson, who also goes by Eric Gibson, Eric John Gibson, Eric John Gibsson, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Springfield, Missouri.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Eric has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Gibson | Eric John Gibson | Eric John Gibsson
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.
COMMUNITY FOUNDATION OF WEST PLAINS POSITION: Board President NATURE: Community building by providing charitable funding to build a better community and to aid the Community Foundation of the Ozarks serve in the West Plains, Missouri area. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 401 Jefferson Ave, West Plains MO 65775, United States DESCRIPTION: To assist other board members select beneficiaries of grant funding, fund raise for the organization, and to raise the awareness of the foundation and need for the foundation in the community. Ensure the organization has adequate staff or volunteers to complete annual charitable goals, and conduct monthly meetings of the board. IMMANUEL LUTHERAN CHURCH POSITION: Treasurer NATURE: My church home. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 1051 Preacher Roe Blvd, West Plains MO 65775, United States DESCRIPTION: As treasurer, I am responsible for paying expenses for the church. 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 WEST PLAINS AREA CHAMBER OF COMMERCE POSITION: Board President NATURE: Chamber of Commerce for the local area in which I live and office. Mission of the organization is to be the catalyst for economic and business growth and success in the area. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 401 Jefferson Ave, West Plains MO 65775, United States DESCRIPTION: I serve on the local area chamber of commerce board of directors to determine the goals of the chamber, assist witheconomic development activities of the organization, recommend and approve changes to bylaws and policies, and maintain facilities and equipment for the chamber operations.
CRS (Client Relationship Summary) - RIA
Click below to view Eric John Gibson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Eric John Gibson'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
February 2, 2021 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 1815 South Holland, Springfield, MO 65807RIA
BD
CRD#: 42803
SPRINGFIELD, MO
Current
January 28, 2021 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 1815 South Holland, Springfield, MO 65807RIA
BD
CRD#: 42803
SPRINGFIELD, MO
Past
September 15, 2017 - January 29, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
West Plains, MO
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
Arkansas(3/9/2021)
IAR
Arkansas(3/9/2021)
RR
Missouri(1/28/2021)
IAR
Missouri(2/2/2021)
Exams
State Security Law Exam
State Security Law 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.
Company Information
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803Springfield, MO 65807TRUST BUT VERIFY
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