Brandon David Shaughnessy
Investment Adviser Representative at Valic Financial Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon David Shaughnessy is an investment adviser representative with Valic Financial Advisors, Inc. in Houston, TX, where they have been registered since 2008. They have worked in the securities industry since 2007 and were previously registered with AIG Retirement Advisors, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
11 states and territories
Arizona, California, Colorado, Hawaii, Louisiana, Nevada, New Mexico, Oklahoma, Texas, Utah, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valic Financial Advisors, Inc.Sep 2007 – no end date reportedAustin, TX
- AIG Capital ServicesAug 2014 – no end date reportedHouston, TX
- Sewell Infiniti of North HoustonJun 2023 – no end date reportedHouston, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valic Financial Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement plan services including saving and contribution planning, educational resources, and participant account management
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,271
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Houston, TX
- SEC file number:
- 801-54952
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Valic Financial Advisors, Inc.
Showing 12 of 1,271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon David Shaughnessy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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