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Robert Daughtry

VALIC FINANCIAL ADVISORS
MACON, GA
·CRD# 6916359·8 years experience

Professional Summary

Robert Daughtry is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Macon, Georgia. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Robert has worked at 1 firm and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
RIA
BD
125 Plantation Centre Drive Suite 200, Macon, GA 31210
May 29, 2019 - Present
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
RIA
BD
125 Plantation Centre Drive Suite 200, Macon, GA 31210
May 30, 2018 - Present

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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)

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

1,647

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 51 US 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 VFA MANAGED INVESTMENT PROGRAM - VC23987 (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
THE VARIABLE ANNUITY LIFE INSURANCE COMPANYDIRECT OWNER—
BRODD, MARY JULIEANNVICE PRESIDENT AND CORPORATE SECRETARY8322295
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER AND TREASURER1863103
DUCOTE, LOUISVFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY6913500
FORTEY, MICHAELVFA CHIEF COMPLIANCE OFFICER BROKER DEALER2304969
GIBSON, KRISTA DE LOISPRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES2348708
GUERRERA, DARRENVICE PRESIDENT, SALES & INCENTIVE COMPENSATION2541120
LOGAN, JOHN ALBERTCHIEF OPERATIONS OFFICER4378887
PICONE, JOHN WILLIAMOFFICE OF HEAD OF RETIREMENT AND WEALTH MANAGEMENT DISTRIBUTION2717710
RINK, VERONICA LYNETTEVICE PRESIDENT, BUSINESS ADMINISTRATION4724432

Regulatory Assets Under Management

Total Number of Accounts

293,026

AUM (Assets Under Management)

$29,215,100,590

Disclosures

Regulatory Event

17

Arbitration

3

Accountant Surprise Examination Report

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

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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.

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 FINANCE COMMITTEE MEMBER FOR FIRST BAPTIST CHURCH CENTERVILLE POSITION: Finance Committee Member NATURE: Serving as one of 8 members of the Finance team for the church at which I am a member. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: Church Street, Centerville GA 31028, United States DESCRIPTION: I will be one of 8 members who are charged to help make financial decisions for the church, such as spending, budgeting, salaries for staff, etc. I have no ability to make unilateral decisions nor any access to any checking, savings, or investment accounts. ADJUNCT ONLINE INSTRUCTOR POSITION: adjunct online instructor NATURE: I do not work with this specific campus within the USG so I don't have any direct financial interest. I would be an online instructor for lower level college mathematics courses. 1 per semester. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2023 ADDRESS: 100 University Blvd, Warner Robins GA 31093, United States DESCRIPTION: I was approached by the head of the mathematics department, Dr. Richard Kilburn, about my possible interest in being an instructor for an online entry level mathematics course. The method of instruction is simply answering questions as asked by students through an online platform and via a school sponsored email. No in person requirements I would be allowed to check in with this platform at any hour of any day of the week, so no conflict with my normal workday as an advisor. This is something that, if approved, will replace the income lost when I left the high school umpiring as reported in December of 2022. AGIA POSITION: Agent NATURE: non securities insurance products 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: Appointed as agent to sell non-securities insuracne products for AGIA FINANCE COMMITTEE MEMBER FOR FIRST BAPTIST CHURCH CENTERVILLE POSITION: Finance Committee Member NATURE: Serving as one of 8 members of the Finance team for the church at which I am a member. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: Church Street, Centerville GA 31028, United States DESCRIPTION: I will be one of 8 members who are charged to help make financial decisions for the church, such as spending, budgeting, salaries for staff, etc. I have no ability to make unilateral decisions nor any access to any checking, savings, or investment accounts. ADJUNCT ONLINE INSTRUCTOR POSITION: adjunct online instructor NATURE: I do not work with this specific campus within the USG so I don't have any direct financial interest. I would be an online instructor for lower level college mathematics courses. 1 per semester. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2023 ADDRESS: 100 University Blvd, Warner Robins GA 31093, United States DESCRIPTION: I was approached by the head of the mathematics department, Dr. Richard Kilburn, about my possible interest in being an instructor for an online entry level mathematics course. The method of instruction is simply answering questions as asked by students through an online platform and via a school sponsored email. No in person requirements I would be allowed to check in with this platform at any hour of any day of the week, so no conflict with my normal workday as an advisor. This is something that, if approved, will replace the income lost when I left the high school umpiring as reported in December of 2022.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(12/9/2019)
IAR
Alabama
(12/9/2019)
RR
Georgia
(6/14/2018)
IAR
Georgia
(5/29/2019)
RR
Kansas
(4/24/2025)
IAR
Kansas
(4/24/2025)
RR
Michigan
(4/24/2025)
IAR
Michigan
(4/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2019About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2018About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2018About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Daughtry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert Daughtry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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