• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JULIE LYNN COPELAN
JULIE LYNN SIMPSON
CRD#: 6389582
IA
Investment Adviser
B
Broker
VALIC FINANCIAL ADVISORS, INC.CRD#: 42803 2300 WINDY RIDGE PARKWAY S.E.
SUITE 240 S
ATLANTA, GA 30339
Registration History
2014201520162017201820192020202120222023202420252026IAVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2015 - Present (10 years)BVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2014 - Present (10 years)
License(s)

State Registrations

B
Alabama 10/30/2014

IA
Georgia 1/8/2015

IA
Alabama 1/12/2021

B
Louisiana 9/15/2023

B
Florida 10/30/2014

B
North Carolina 9/15/2023

B
Georgia 10/21/2014

B
Texas 9/15/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
VALIC FINANCIAL ADVISORS, INC. (CRD#:42803)
2300 WINDY RIDGE PARKWAY S.E. SUITE 240 S, ATLANTA, GA 30339
Registered with this firm since 1/8/2015

B
VALIC FINANCIAL ADVISORS, INC. (CRD#:42803)
2300 WINDY RIDGE PARKWAY S.E. SUITE 240 S, ATLANTA, GA 30339
Registered with this firm since 10/2/2014

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.