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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-06-16
MA RA APPROVED 2010-07-27
AR RA APPROVED 2003-07-31
  • LA RA
    APPROVED
    Since 2025-06-16
  • MA RA
    APPROVED
    Since 2010-07-27
  • AR RA
    APPROVED
    Since 2003-07-31

Branch Locations

7591 Fern Ave. Suite 1402, Shreveport, LA 71105 • United States

Little Rock, AR • 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
Agia Houston TX 12/2022 Present
Valic Financial Advisors Little Rock AR 05/1999 Present
  • 12/2022 → Present
    Agia
    Houston, TX
  • 05/1999 → Present
    Valic Financial Advisors
    Little Rock, AR
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 SECOND PRESBYTERIAN CHURCH POSITION: None NATURE: I have been asked by my church to serve on the endowment committee. The money is managed by the Texas Presbytery Church. There is a committee of 4 members and 4 staff members from the church. They meet quarterly and look at the funds against benchmarks. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 600 Pleasant Valley Dr., Little Rock AR 72227, United States DESCRIPTION: Meet with other committee members to evaluate the performance of the endowment against benchmarks. These meetings are quarterly.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-29
S63 Uniform Securities Agent State Law Examination 2000-01-21
  • S65 Uniform Investment Adviser Law Examination
    2003-07-29
  • S63 Uniform Securities Agent State Law Examination
    2000-01-21
Other Names
  • Julie Mcgehee

View on SEC IAPD

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