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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
FL RA APPROVED 2025-11-25
  • FL RA
    APPROVED
    Since 2025-11-25

Branch Locations

Parrish, FL • United States

1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2014 → 08/2017
    Bbtis
    Largo, FL
  • 09/2017 → 06/2022
    Regions Bank
    St Petersburg, FL
  • 10/2017 → 06/2022
    St Petersburg, FL
  • 09/2017 → 06/2022
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2022 → 10/2025
    Gwfs Equities, Inc
    Andover, MA
  • 11/2025 → Present
    Boca Raton, FL
Previous Registrations
  • 2022-06-20 → 2025-10-30
    Greenwood Village, CO
    Parrish, FL
  • 2017-10-17 → 2022-06-03
    St Petersburg, FL
    St Petersburg, FL
  • 2015-12-11 → 2017-08-23
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Largo, FL
    Saint Petersburg, FL
    Saint Petersburg, FL
    Wesley Chapel, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Saint Petersburg, FL
    Seminole, FL
    Saint Petersburg, FL
    Saint Petersburg, FL
    Saint Petersburg, FL
    Saint Petersburg, FL
    Saint Petersburg, FL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-07
S63 Uniform Securities Agent State Law Examination 2007-12-17
  • S65 Uniform Investment Adviser Law Examination
    2015-12-07
  • S63 Uniform Securities Agent State Law Examination
    2007-12-17
Other Names
  • Justin Patrick Cabibi

View on SEC IAPD

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