WM
William J. Mckeever
VALIC FINANCIAL ADVISORS
Houston, TX 77019
Some features on this profile are disabled
CRD#: 6968828
WM
Professional summary
William Joseph Mckeever, who also goes by William Mckeever, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Houston, Texas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. William has worked at 1 firm and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Mckeever
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.
SIDEWAYS8, LLC POSITION: Co-Owner and Partner NATURE: This LLC will be ran by me and my wife, Stephanie McKeever, as 50/50 partners. First, we plan to use this as an investment into a private business, Fuze Fireworks. We will be investing our personal cash for a return on investment. We will not be obtaining any ownership of Fuze Fireworks, we will only invest cash that we will earn a return on semi-annually. Additionally, We plan to rent out our current house when we move into a new home (might happen within the next 1-5 years). This LLC will be used in the interim for home improvements and for the business operations of our rental property once we move into a new home. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 8203 Twin Hills Dr., Houston TX 77071, United States DESCRIPTION: Duties including co-owning and co-managing the operations and finances of the LLC. My wife and I will be investors in Fuze Fireworks, and we will manage returns. Our roles for the rental property have yet to be determined as we may take on select responsibilities or hire out, ie professional property manager. 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 RENTAL PROPERTY THROUGH SIDEWAYS8, LLC POSITION: Partner NATURE: This will be a rental property that my wife and I are listing through our LLC. We have a mortgage on the home and have invested in repairs/upgrades. We are using a Property Management company to handle advertising, tenants, etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 8203 Twin Hills Dr., Houston TX 77071, United States DESCRIPTION: I will be co-owner of property with wife. Property management company will handle everything else.
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Mckeever's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Joseph Mckeever'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
December 10, 2018 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 2777 Allen Parkway Rp-01, Houston, TX 77019RIA
BD
CRD#: 42803
Houston, TX
Current
August 13, 2018 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 2777 Allen Parkway Rp-01, Houston, TX 77019RIA
BD
CRD#: 42803
Houston, TX
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(9/17/2018)
IAR
Alabama(12/12/2018)
RR
California(3/24/2021)
IAR
California(3/24/2021)
RR
Colorado(12/8/2020)
IAR
Colorado(12/8/2020)
RR
District of Columbia(6/19/2024)
IAR
District of Columbia(6/21/2024)
RR
Florida(9/17/2018)
IAR
Florida(4/23/2020)
RR
Georgia(9/17/2018)
IAR
Georgia(3/17/2021)
RR
Indiana(11/21/2022)
IAR
Indiana(11/22/2022)
RR
Kentucky(2/26/2020)
IAR
Kentucky(3/3/2020)
RR
Louisiana(2/27/2024)
IAR
Louisiana(2/27/2024)
RR
Maine(12/20/2021)
IAR
Maine(12/22/2021)
RR
Maryland(8/29/2022)
IAR
Maryland(8/29/2022)
RR
Massachusetts(12/3/2020)
IAR
Massachusetts(9/25/2023)
RR
Michigan(7/25/2022)
IAR
Michigan(7/26/2022)
RR
New Hampshire(11/18/2020)
IAR
New Hampshire(11/18/2020)
RR
North Carolina(6/9/2020)
IAR
North Carolina(6/9/2020)
RR
Ohio(4/30/2019)
IAR
Ohio(4/30/2019)
RR
Pennsylvania(4/11/2022)
IAR
Pennsylvania(4/12/2022)
RR
South Carolina(9/17/2018)
IAR
South Carolina(8/5/2020)
RR
Texas(8/31/2018)
IAR
Texas(12/10/2018)
RR
Wisconsin(4/29/2024)
IAR
Wisconsin(5/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/17/2020
General Securities Representative ExaminationGeneral 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.
