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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-17 |
| WA | RA | APPROVED | 2025-02-06 |
| SC | RA | APPROVED | 2022-01-26 |
| CA | RA | APPROVED | 2022-01-24 |
| PA | RA | APPROVED | 2022-01-24 |
| LA | RA | APPROVED | 2019-10-31 |
| MN | RA | APPROVED | 2019-08-08 |
| NC | RA | APPROVED | 2019-08-02 |
| IL | RA | APPROVED | 2019-07-30 |
| NM | RA | APPROVED | 2019-07-29 |
| AZ | RA | APPROVED | 2019-07-26 |
| IN | RA | APPROVED | 2019-07-26 |
| KY | RA | APPROVED | 2019-07-26 |
| SD | RA | APPROVED | 2019-07-23 |
| OH | RA | APPROVED | 2018-08-30 |
| MI | RA | APPROVED | 2018-01-04 |
| MD | RA | APPROVED | 2015-07-15 |
| OK | RA | APPROVED | 2013-08-09 |
| FL | RA | APPROVED | 2013-02-08 |
| GA | RA | APPROVED | 2013-02-07 |
| AL | RA | APPROVED | 2011-05-23 |
| TX | RA | APPROVED | 2011-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 11/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
MIDDLE SCHOOL MATCHUP HOUSTON POSITION: Owner NATURE: Middle School Matchup Houston. 6006 Boulder Lake Ct, Kingwood, TX 77345. Non-investment related. Commenced activity 8/06/2018. Duties include co-owner with spouse to have parents sign up their kids to play in baseball tournament with jerseys provided, field to play on, and umpires. We organize the tournament and crown a champion. Control all assets of the business and receive revenue from registration fees. 10% hours/month is devoted to this activity with none during securities trading hours. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2018 ADDRESS: 6006 Boulder Lake Ct, Kingwood TX 77345, United States DESCRIPTION: I am co owner with my wife. We organize the baseball tournament, sign up players through an online registration, form the teams. I hold full decision making authority for the business. 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 | 2011-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-12 |
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