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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameripirse Financial Services Inc. | Houston | TX | 09/2007 | 12/2019 |
| Fidelity Investments | Westlake | TX | 08/2022 | 09/2025 |
| Ria Advisors | Houston | TX | 12/2019 | 02/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Valic Financial Advisors, Inc | Houston | TX | 10/2025 | Present |
| Fidelity Investments | Houston | TX | 02/2021 | 08/2022 |
RAYDARIAN NOTARY SERVICE POSITION: Owner NATURE: Notarizing various documents as requested I plan on starting ETA Q4 2025, not sure, I had actually planned to start it as disclosed on my U4 in 2021 just haven't gotten to it as of yet. I will not solicit Corebridge Financial customers for this business. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 18745 Bliss Place, New Caney TX 77357, United States DESCRIPTION: Notarizing various documents as requested
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-16 |
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