Best Investors Account Sign in
Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-22
AZ RA APPROVED 2025-01-17
TX RA APPROVED_RES 2025-01-02
CA RA APPROVED 2024-12-04
UT RA APPROVED 2016-09-20
ID RA APPROVED 2006-01-05
OR RA APPROVED 2006-01-04
WA RA APPROVED 2002-12-18
  • NY RA
    APPROVED
    Since 2025-08-22
  • AZ RA
    APPROVED
    Since 2025-01-17
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • CA RA
    APPROVED
    Since 2024-12-04
  • UT RA
    APPROVED
    Since 2016-09-20
  • ID RA
    APPROVED
    Since 2006-01-05
  • OR RA
    APPROVED
    Since 2006-01-04
  • WA RA
    APPROVED
    Since 2002-12-18

Branch Locations

1010 N. Normandie Suite 305, Spokane, WA 99201 • United States

1010 N. Normandie Suite 305, Spokane, WA 99201 • 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 Missoula MT 12/2002 Present
Agia Houston TX 12/2022 Present
  • 12/2002 → Present
    Valic Financial Advisors
    Missoula, MT
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
  • 2002-01-04 → 2002-12-19
    Waddell & Reed
    Spokane , WA
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
S66 Uniform Combined State Law Examination 2001-12-18
  • S66 Uniform Combined State Law Examination
    2001-12-18
Other Names
  • Jeffrey Neil Current

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor