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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-17 |
| WV | RA | APPROVED | 2026-07-23 |
| AZ | RA | APPROVED | 2026-05-28 |
| IN | RA | APPROVED | 2013-08-22 |
| TX | RA | APPROVED_RES | 2010-12-20 |
| WA | RA | APPROVED | 2010-12-16 |
| NJ | RA | APPROVED | 2006-03-24 |
| FL | RA | APPROVED | 2006-01-06 |
| SC | RA | APPROVED | 2005-11-14 |
| NC | RA | APPROVED | 2005-11-10 |
| DC | RA | APPROVED | 2005-05-19 |
| GA | RA | APPROVED | 2005-05-13 |
| DE | RA | APPROVED | 2005-05-10 |
| PA | RA | APPROVED | 2005-05-10 |
| VA | RA | APPROVED | 2005-05-10 |
| MD | RA | APPROVED | 2004-06-02 |
Branch Locations
1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Linthicum Heights | MD | 03/2000 | Present |
| Agia | Houston | TX | 12/2022 | Present |
CHEVY'S FRESH MEX RESTAURANT, LIMITED PARTNERSHIP WITH 1.49% OWNERSHIP. I HAVE PERSONAL ASSETS INVSESTED. I HAVE NO AUTHORITY OR POSITION IN THE COMPANY. In addition, I have residential rental properties. I have a management company that interacts with the tenants, does maintainence, and cleaning. I pay the bills once a month. RESIDENTIAL RENTALS POSITION: no position NATURE: rental properties, all of which are managed by a management company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2016 ADDRESS: 2037 Rosetta Way, Davidsonville MD 21035-1150, United States DESCRIPTION: I have hired a management company to perform all of the duties relating to the rental properties 58 CHAUTAUGUA RD POSITION: no title or position NATURE: This is a rental property owned by my wife and I, as well as the bank. We have a rental management company that does 100% of the work. We have no interaction with the property or the tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 58 Chautaugua Rd, Arnold MD 21012, United States DESCRIPTION: I do not interact with the property, the tenants, or the money. All of it is done and processed through the rental company. 1970 SCOTTS CROSSING WAY POSITION: no position or title NATURE: This is a rental property owned by my wife and I, along with the bank. We have a real estate management company that does 100% of the management. They interact with the tenants, process the rent checks, do the repairs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2003 ADDRESS: 1970 Scott's Crossing Way, #002, Annapolis MD 21401, United States DESCRIPTION: I have no duties. The management company does everything, including, processing the rent checks, repairs, interacting with the tenants. 3752 FARM VIEW RD POSITION: no position or title NATURE: This is a short termresidential rental that is owned by my wife and I, along with the bank. This property is managed by a real estate management company, including, processing rental payments, interacting with the tenants, coordinating cleanings and repairs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: 3752 Farm View Rd, Boise ID 83714, United States DESCRIPTION: From time to time, approximately two times a year, I will get a call from a renter with an issue I will need to resolve. For example, getting locked out of the house. I resolve their issue. 606 BELLE DORA CT POSITION: no position or title NATURE: This is a residential rental that is managed by a real estate management company. They process the monthly rent checks, interact with the tenants, and do the repairs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2005 ADDRESS: 606 Belle Dora Court, Arnold MD 21012, United States DESCRIPTION: I have not duties. 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 RESIDENTIAL RENTALS POSITION: no position NATURE: rental properties, all of which are managed by a management company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2016 ADDRESS: 286 W Joyce Lane, Arnold MD 21012, United States DESCRIPTION: I have hired a management company to perform all of the duties relating to the rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-20 |
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