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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| NY | RA | APPROVED | 2021-08-16 |
| KY | RA | APPROVED | 2021-02-01 |
| NJ | RA | APPROVED | 2021-01-28 |
| NC | RA | APPROVED | 2020-06-12 |
| CO | RA | APPROVED | 2020-06-11 |
| CA | RA | APPROVED | 2015-10-20 |
| AL | RA | APPROVED | 2015-08-13 |
| LA | RA | APPROVED | 2012-08-20 |
| SC | RA | APPROVED | 2003-06-27 |
Branch Locations
4000 S. Faber Place Drive Suite 300, North Charleston, SC 29405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 10/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Even Tempered, Llc | Mt. Pleasant | SC | 06/2023 | 01/2024 |
3520 SOUTH LIVE OAK SELF STORAGE, LLC POSITION: Member NATURE: Small self storage facility that rents of self storage units. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/04/2021 ADDRESS: 1050 Johnnie Dodds Blvd., # 2285, Mt. Pleasant SC 29465, United States DESCRIPTION: Manage contractors for maintenance calls/repairs as needed. Also, pay the monthly bills/expenses for the facility. 4007 STATE ROAD SELF STORAGE, LLC POSITION: Member NATURE: Self storage facility that rents self storage units. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2022 ADDRESS: 1050 Johnnie Dodds Blvd. # 2285, Mt. Pleasant SC 29465, United States DESCRIPTION: I have hired a full-time manager to handle the day-to-day operations of the facility. I will periodically discuss business-related questions and decisions with him, but his company will be managing the facility. 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 | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-18 |
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