Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
17yrs
Rickey Carlson
Full name on record: Rickey Jack Carlson
Financial advisor at Valic Financial Advisors
Based in Houston, Texas, Rickey Carlson is a fiduciary financial advisor with 17 years of industry experience. Rickey joined Valic Financial Advisors in 2023, after less than a year at Symphony Financial and less than a year at Wells Fargo Advisors. Valic Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors in Texas
Office2919 Allen Parkway 9th Floor - Retirement Education Center, Houston, TX 77019
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowValic Financial Advisors, Inc.Current firm
- Oct 2022 – Mar 2023Symphony Financial, LTD. Co.Previously
- 2014 – 2022Valic Financial Advisors, Inc.Previously
- Oct 2013 – Jan 2014Wells Fargo Clearing Services, LLCPreviously
- Jan 2010 – Jun 2010First Command Brokerage Services, Inc.Previously
Contact Rickey
(866) 544-4968Valic Financial Advisors main office 2919 Allen Parkway 9th Floor - Retirement Education CenterHouston, TX 77019Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask Rickey
Tailored to Rickey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Rickey
How do I contact Rickey?
Call Valic Financial Advisors at (866) 544-4968 and ask for Rickey Carlson. Rickey works from the Houston, TX office.
How long has Rickey been a financial advisor?
Rickey has been in the industry since 2009, about 17 years. More experience than 58% of advisors in Texas.
What licenses does Rickey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Rickey a fiduciary?
Rickey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rickey paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rickey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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