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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-23 |
| MD | RA | APPROVED | 2025-01-17 |
| NY | RA | APPROVED | 2021-08-16 |
| TX | RA | APPROVED_RES | 2020-10-07 |
| MA | RA | APPROVED | 2017-04-19 |
| HI | RA | APPROVED | 2017-03-28 |
| SD | RA | APPROVED | 2016-04-04 |
| NV | RA | APPROVED | 2016-03-24 |
| AZ | RA | APPROVED | 2014-01-23 |
| NC | RA | APPROVED | 2014-01-15 |
| FL | RA | APPROVED | 2014-01-09 |
| CA | RA | APPROVED | 2014-01-08 |
| RI | RA | APPROVED | 2013-07-26 |
| DE | RA | APPROVED | 2010-12-06 |
| CT | RA | APPROVED | 2010-06-30 |
| NJ | RA | APPROVED | 2010-06-30 |
| PA | RA | APPROVED | 2010-06-30 |
Branch Locations
52 South Union Suite 101, Williamsville, NY 14221 • United States
Greenlawn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Latham | NY | 04/2006 | 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: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-12 |
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