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Kelly Joanne Torresin

Valic Financial Advisors, Inc.

Orlando, FL

CRD 4711648

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-10-14
FL RA APPROVED 2004-06-22
  • AL RA
    APPROVED
    Since 2025-10-14
  • FL RA
    APPROVED
    Since 2004-06-22

Branch Locations

3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Orlando FL 09/2003 Present
Agia Houston TX 12/2022 Present
  • 09/2003 → Present
    Valic Financial Advisors
    Orlando, FL
  • 12/2022 → Present
    Agia
    Houston, TX
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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-06
S65 Uniform Investment Adviser Law Examination 2004-06-17
  • S63 Uniform Securities Agent State Law Examination
    2025-10-06
  • S65 Uniform Investment Adviser Law Examination
    2004-06-17
Other Names
  • Kelly Joanne Hagen

View on SEC IAPD

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