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Valic Financial Advisors, Inc. CRD 42803
$29.2B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED_RES | 2026-03-27 |
| AZ | RA | APPROVED | 2026-03-26 |
| NV | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
2650 Camino Del Rio North Ste 100, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | San Diego | CA | 03/2003 | 08/2022 |
| The Prudential Insurance Company Of America | San Diego | CA | 08/2022 | 09/2023 |
| Pruco Securities, Llc | San Diego | CA | 08/2022 | 09/2023 |
| Forthright Capital Advisory | Las Vegas | NV | 09/2023 | 11/2025 |
| Forthright Capital Partners | Las Vegas | NV | 09/2023 | 11/2025 |
| Valic Financial Advisors Inc | Las Vegas | NV | 12/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA AP PROPERTY GROUP LLC POSITION: Owner NATURE: Rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 2912 Winding Fence Way, Chula Vista CA 91914, United States DESCRIPTION: Decision making authority to make binding decisions on behalf of the LLC regarding real estate acquisition and management. RENTAL PROPERTY POSITION: Alan Pamintuan, Trustee NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2026 ADDRESS: 1593 Picket Fence Drive, Chula Vista CA 91915, United States DESCRIPTION: Decision making authority to make binding decisions on behalf of the Trust regarding real estate management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-23 |
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