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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 |
|---|---|---|---|
| WY | RA | APPROVED | 2025-07-16 |
| MA | RA | APPROVED | 2025-06-26 |
| CT | RA | APPROVED | 2025-05-07 |
| KS | RA | APPROVED | 2025-05-07 |
| SC | RA | APPROVED | 2025-02-26 |
| HI | RA | APPROVED | 2023-04-11 |
| NV | RA | APPROVED | 2023-03-17 |
| WI | RA | APPROVED | 2023-03-09 |
| ID | RA | APPROVED | 2023-01-19 |
| NC | RA | APPROVED | 2022-01-26 |
| NY | RA | APPROVED | 2021-08-16 |
| VA | RA | APPROVED | 2020-06-17 |
| NJ | RA | APPROVED | 2017-02-17 |
| NE | RA | APPROVED | 2016-02-10 |
| MO | RA | APPROVED | 2016-02-09 |
| IN | RA | APPROVED | 2016-01-20 |
| AZ | RA | APPROVED | 2016-01-19 |
| IL | RA | APPROVED | 2016-01-19 |
| IA | RA | APPROVED | 2016-01-19 |
| MT | RA | APPROVED | 2016-01-19 |
| ND | RA | APPROVED | 2016-01-19 |
| OR | RA | APPROVED | 2016-01-19 |
| OK | RA | APPROVED | 2016-01-12 |
| NM | RA | APPROVED | 2016-01-07 |
| PA | RA | APPROVED | 2015-12-22 |
| SD | RA | APPROVED | 2015-12-22 |
| MI | RA | APPROVED | 2015-12-18 |
| AK | RA | APPROVED | 2015-05-01 |
| CO | RA | APPROVED | 2015-04-30 |
| AL | RA | APPROVED | 2015-04-29 |
| CA | RA | APPROVED | 2015-04-29 |
| FL | RA | APPROVED | 2015-04-29 |
| OH | RA | APPROVED | 2015-04-29 |
| WA | RA | APPROVED | 2015-04-29 |
| TX | RA | APPROVED_RES | 2015-04-28 |
| MN | RA | APPROVED | 2014-01-30 |
Branch Locations
7650 Edinborough Way Suite 320, Edina, MN 55435 • United States
7650 Edinborough Way Suite 320, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 05/2001 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 BOARD OF DIRECTORS-2ND STREET CONDO ASSOCIATION POSITION: Board of Directors NATURE: New HOA is being formed to take over the Condo Development. The Board will come up with rules and regulations for the HOA. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 517 2nd Street, Hudson WI 54016, United States DESCRIPTION: Meet once per quarter to go over the specific needs for the other condo residents and improve the rules to benefit everyone.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-27 |
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