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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-07 |
| WA | RA | APPROVED | 2023-01-25 |
| OK | RA | APPROVED | 2021-11-29 |
| TX | RA | APPROVED_RES | 2019-12-10 |
| NV | RA | APPROVED | 2017-09-14 |
| OR | RA | APPROVED | 2014-08-20 |
| CA | RA | APPROVED | 2007-03-05 |
Branch Locations
1901 Harrison Street Suite 1165, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Roseville | CA | 11/2006 | 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-31 |
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