Sara Marcela Beltran-Caro
Financial Professional at Valic Financial Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sara Marcela Beltran-Caro is a financial professional associated with Valic Financial Advisors, Inc. in Albuquerque, NM, where they have been associated since 2025. They have worked in the securities industry since 2024 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative).
Registrations & licenses
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.
- LPL Financial LLCJan 2023 – Apr 2025Albuquerque, NM
- Veterinaria El GanaderoAug 2016 – May 2018Nuevo Casas Grandes
- Green Fox Landscape SupplyJun 2018 – Jul 2018Las Cruces, NM
- University of New MexicoAug 2018 – Dec 2018Albuquerque, NM
- University of New MexicoAug 2018 – Dec 2019Albuquerque, NM
- N/aJan 2019 – Jan 2019Albuquerque, NM
- Food and Water WatchFeb 2019 – May 2019Albuquerque, NM
- Veterinaria El GanaderoJun 2019 – Aug 2019Nuevo Casas Grandes
- N/aAug 2019 – Nov 2019Albuquerque, NM
- Kelly ServicesNov 2019 – Dec 2019Albuquerque, NM
- NM Solar GroupDec 2019 – Dec 2020Albuquerque, NM
- Rio Grande Community Development CorporationSep 2020 – Jun 2022Albuquerque, NM
- New Mexico Environmental Law CenterJun 2022 – Jan 2023Albuquerque, NM
- Valic Financial Advisors, Inc.Apr 2025 – Aug 2026Plano, TX
- AGIAApr 2025 – Aug 2026Houston, TX
- Voya Financial AdvisorsAug 2026 – no end date reportedAlbuguerque, NM
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. Sara Marcela Beltran-Caro 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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