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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2025-11-25 |
| ID | RA | APPROVED | 2025-11-05 |
| WA | RA | APPROVED | 2025-11-04 |
| OR | RA | APPROVED | 2024-10-03 |
| GA | RA | APPROVED | 2022-01-19 |
| CO | RA | APPROVED | 2021-12-21 |
| NV | RA | APPROVED | 2021-06-25 |
| MN | RA | APPROVED | 2021-06-16 |
| VA | RA | APPROVED | 2021-03-18 |
| MT | RA | APPROVED | 2019-04-29 |
| NC | RA | APPROVED | 2018-12-27 |
| NM | RA | APPROVED | 2018-10-05 |
| MI | RA | APPROVED | 2017-05-26 |
| KY | RA | APPROVED | 2017-05-25 |
| CA | RA | APPROVED | 2017-05-24 |
| IN | RA | APPROVED | 2017-05-24 |
| MO | RA | APPROVED | 2017-05-24 |
| OH | RA | APPROVED | 2017-05-24 |
| UT | RA | APPROVED | 2017-05-24 |
| AZ | RA | APPROVED | 2012-07-16 |
| TX | RA | APPROVED | 2012-06-04 |
Branch Locations
15333 North Pima Road Suite 235, Scottsdale, AZ 85260 • United States
15333 North Pima Road Suite 235, Scottsdale, AZ 85260 • United States
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 |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 11/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Rental Property. 28304 N 44th Way, Cave Creek, AZ 85331. Non-investment related. Commenced activity 3/20/2018. Duties include manage rental property. 1 hour/month is devoted to this activity with none during securities trading hours. 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 | 2012-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-12 |
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