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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| CA | RA | APPROVED | 2003-11-17 |
Branch Locations
2929 Allen Parkway, Houston, TX 77019 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vfa | Sacramento | CA | 10/2003 | Present |
MARK POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2017 ADDRESS: 800 The Mark Lane, Unit 610, San Diego CA 92101, United States DESCRIPTION: Residential rental property. Limited involvement as property manager handles day-to-day management. SNAPDRAGON POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2008 ADDRESS: 2550 Snapdragon Circle, West Sacramento CA 92120, United States DESCRIPTION: Residential rental property. Limited involvement as property manager handles day-to-day management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-06 |
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