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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2022-02-04 |
Branch Locations
52 South Union Suite 101, Williamsville, NY 14221 • United States
Cold Spring Harbor, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Williamsville | NY | 10/2012 | Present |
| Agia | Houston | TX | 12/2022 | Present |
KELLEY EDUCATIONAL STAFFING POSITION: substitute teacher NATURE: Provide coverage for teachers out on leave or sick or in need of additional assistance in a school classroom INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 10/30/2020 ADDRESS: 7535 E. Hampden Ave, Denver CO 80231, United States DESCRIPTION: check student in provide curriculum from teacher check progress 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-02 |
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