Daniel Stewart Sincere
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.
Daniel Stewart Sincere is an investment adviser representative with Valic Financial Advisors, Inc. in Rocklin, CA, where they have been registered since 2024, the year they entered the securities industry. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 10 states.
Registrations & licenses
- Investment adviser:
- California, Colorado, Florida, Georgia, Iowa, Minnesota, Missouri, Oregon, Texas, Washington
- Broker:
50 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, 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.
- Humble CoffeeOct 2023 – Dec 2023Albuquerque, NM
- 505 SpirtsJul 2023 – Sep 2023Albuquerque, NM
- Perenn BakerySep 2022 – May 2023Reno, NV
- Light House CoffeeSep 2021 – Sep 2022Reno, NV
- Bloom Coffee and TeaApr 2019 – Mar 2020Roseville, CA
- TillysJun 2017 – Apr 2019Roseville, CA
- N/A - UnemployedFeb 2013 – May 2017Rocklin, CA
- University of Nevada RenoAug 2020 – Aug 2023Reno, NV
- UnemployedMar 2020 – Aug 2020Rocklin, CA
- VALIC Financial Advisors, Inc.Jan 2024 – no end date reportedHouston, TX
- AGIAJan 2024 – no end date reportedHouston, TX
Official records & sources
Data as of June 29, 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. Daniel Stewart Sincere 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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