Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-08 |
| CO | RA | APPROVED | 2025-11-19 |
| CA | RA | APPROVED | 2025-09-10 |
| VT | RA | APPROVED | 2025-04-11 |
| OH | RA | APPROVED | 2025-03-25 |
| DE | RA | APPROVED | 2025-03-18 |
| MD | RA | APPROVED | 2025-01-28 |
| NH | RA | APPROVED | 2024-04-15 |
| WA | RA | APPROVED | 2022-10-21 |
| TX | RA | APPROVED_RES | 2022-05-12 |
| MA | RA | APPROVED | 2021-12-09 |
| NY | RA | APPROVED | 2021-08-16 |
| NV | RA | APPROVED | 2020-12-15 |
| IL | RA | APPROVED | 2020-09-23 |
| RI | RA | APPROVED | 2020-06-24 |
| SC | RA | APPROVED | 2020-06-24 |
| GA | RA | APPROVED | 2019-08-28 |
| NM | RA | APPROVED | 2017-05-10 |
| DC | RA | APPROVED | 2015-08-11 |
| VA | RA | APPROVED | 2013-08-30 |
| NC | RA | APPROVED | 2012-08-20 |
| FL | RA | APPROVED | 2006-01-13 |
| PA | RA | APPROVED | 2006-01-13 |
| NJ | RA | APPROVED | 2004-05-13 |
Branch Locations
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 04/2004 | 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 NACHIMSON PARTNERS LTD POSITION: Limited partner NATURE: The Nachimson Partners LTD is a family limited partnership established by my parents, Helen and Elliot Nachimson, for estate planning purposes. Upon Elliot's death in 4/2025, Helen is the sole general partner. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2025 ADDRESS: 38 Clubhouse Lane, Boynton Beach FL 33436, United States DESCRIPTION: I have no duties or authority with the Partnership. A trust, the Mark Nachimson Nachimson Irrevocable Trust, was established by my parents as part of their estate plan. Upon their deaths, the Mark Nachimson Trust will receive a portion of my parent's estate. The 8% interest of the Nachimson Partnership, referred to in question 6.1, is held by the Mark Nachimson Nachimson Irrevocable Trust. I am the beneficial owner of that Trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-27 |
Reach out to this advisor