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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-05
SC RA APPROVED 2021-07-01
NC RA APPROVED 2020-11-24
MD RA APPROVED 2011-09-23
VA RA APPROVED 2003-03-19
WV RA APPROVED 2002-09-03
  • TX RA
    APPROVED
    Since 2025-11-05
  • SC RA
    APPROVED
    Since 2021-07-01
  • NC RA
    APPROVED
    Since 2020-11-24
  • MD RA
    APPROVED
    Since 2011-09-23
  • VA RA
    APPROVED
    Since 2003-03-19
  • WV RA
    APPROVED
    Since 2002-09-03

Branch Locations

10800 Midlothian Turnpike Suite 200, North Chesterfield, VA 23235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Richmond VA 07/1999 Present
Agia Houston TX 12/2022 Present
  • 07/1999 → Present
    Valic Financial Advisors
    Richmond, VA
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-19
S63 Uniform Securities Agent State Law Examination 1999-07-27
  • S65 Uniform Investment Adviser Law Examination
    2002-03-19
  • S63 Uniform Securities Agent State Law Examination
    1999-07-27
Designations
  • Certified Financial Planner
Other Names
  • Greg Alan Kish

View on SEC IAPD

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