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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2023-01-26 |
| KY | RA | APPROVED | 2023-01-26 |
| MD | RA | APPROVED | 2023-01-26 |
| MI | RA | APPROVED | 2023-01-26 |
| MS | RA | APPROVED | 2023-01-26 |
| OK | RA | APPROVED | 2023-01-26 |
| SC | RA | APPROVED | 2023-01-26 |
| VT | RA | APPROVED | 2023-01-26 |
| WI | RA | APPROVED | 2023-01-26 |
| SD | RA | APPROVED | 2021-08-18 |
| NY | RA | APPROVED | 2021-08-16 |
| WY | RA | APPROVED | 2020-06-25 |
| RI | RA | APPROVED | 2020-06-23 |
| NH | RA | APPROVED | 2020-06-18 |
| NV | RA | APPROVED | 2020-06-12 |
| KS | RA | APPROVED | 2020-06-11 |
| CT | RA | APPROVED | 2020-06-04 |
| HI | RA | APPROVED | 2020-06-04 |
| IA | RA | APPROVED | 2020-06-04 |
| NE | RA | APPROVED | 2020-06-04 |
| ME | RA | APPROVED | 2020-06-03 |
| MT | RA | APPROVED | 2020-06-03 |
| UT | RA | APPROVED | 2020-06-03 |
| OH | RA | APPROVED | 2019-06-27 |
| MA | RA | APPROVED | 2017-04-04 |
| WV | RA | APPROVED | 2017-03-23 |
| FL | RA | APPROVED | 2017-03-13 |
| GA | RA | APPROVED | 2017-03-13 |
| NM | RA | APPROVED | 2017-03-13 |
| AL | RA | APPROVED | 2017-03-10 |
| AK | RA | APPROVED | 2017-03-10 |
| AZ | RA | APPROVED | 2017-03-10 |
| CA | RA | APPROVED | 2017-03-10 |
| CO | RA | APPROVED | 2017-03-10 |
| DE | RA | APPROVED | 2017-03-10 |
| ID | RA | APPROVED | 2017-03-10 |
| IL | RA | APPROVED | 2017-03-10 |
| IN | RA | APPROVED | 2017-03-10 |
| LA | RA | APPROVED | 2017-03-10 |
| MN | RA | APPROVED | 2017-03-10 |
| MO | RA | APPROVED | 2017-03-10 |
| NJ | RA | APPROVED | 2017-03-10 |
| OR | RA | APPROVED | 2017-03-10 |
| PA | RA | APPROVED | 2017-03-10 |
| VA | RA | APPROVED | 2017-03-10 |
| WA | RA | APPROVED | 2017-03-10 |
| NC | RA | APPROVED | 2015-09-10 |
| TX | RA | APPROVED | 2015-09-10 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Houston | TX | 12/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
WOODWORKING POSITION: Owner NATURE: Woodworking/furniture construction. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2021 ADDRESS: 3718 Pinebrook Hollow Ln, Spring TX 77386, United States DESCRIPTION: I make furniture and other items out of wood and sell it for cost of materials. CROSSWAY CREATIONS POSITION: Owner NATURE: Woodworking. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2021 ADDRESS: 3718 Pinebrook Hollow Ln, Spring TX 77386, United States DESCRIPTION: I make cutting boards, crosses, furniture, and other small gifts out of wood. I sell these on a referral basis, online, and at small craft shows. 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 CRAFTED FOREST POSITION: Owner NATURE: Custom Woodworking. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2025 ADDRESS: 3718 Pinebrook Hollow Lane, Spring TX 77386, United States DESCRIPTION: I make a variety of goods and furniture out of domestic and exotic woods.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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