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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Largo | FL | 04/2014 | 08/2017 |
| Regions Bank | St Petersburg | FL | 09/2017 | 06/2022 |
| Cetera Investment Advisers Llc | St Petersburg | FL | 10/2017 | 06/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2017 | 06/2022 |
| Gwfs Equities, Inc | Andover | MA | 06/2022 | 10/2025 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 11/2025 | Present |
AGIA POSITION: Agent NATURE: Non securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2025 ADDRESS: 2929 Allen Pkwy, Houston TX 77109, United States DESCRIPTION: Appointed as agent to sell NonSecurities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-17 |
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