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Collin Tyler Cook

Valic Financial Advisors, Inc.

Houston, TX

CRD 6438010

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-05-16
AL RA APPROVED 2023-04-28
OR RA APPROVED 2022-05-05
NC RA APPROVED 2022-01-31
VA RA APPROVED 2022-01-12
OK RA APPROVED 2021-05-12
NV RA APPROVED 2021-03-08
CO RA APPROVED 2018-01-22
TX RA APPROVED 2015-09-14
  • GA RA
    APPROVED
    Since 2024-05-16
  • AL RA
    APPROVED
    Since 2023-04-28
  • OR RA
    APPROVED
    Since 2022-05-05
  • NC RA
    APPROVED
    Since 2022-01-31
  • VA RA
    APPROVED
    Since 2022-01-12
  • OK RA
    APPROVED
    Since 2021-05-12
  • NV RA
    APPROVED
    Since 2021-03-08
  • CO RA
    APPROVED
    Since 2018-01-22
  • TX RA
    APPROVED
    Since 2015-09-14

Branch Locations

2777 Allen Parkway Rp-01, Houston, TX 77019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Houston TX 08/2015 Present
Agia Houston TX 12/2022 Present
  • 08/2015 → Present
    Valic Financial Advisors
    Houston, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
  • 2015-03-05 → 2015-03-11
    Securian Financial Services, Inc.
    Houston, TX
Other Businesses

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 BELLVILLE LITTLE LEAGUE POSITION: Board Member NATURE: The position would be a volunteer position as Board Member of Bellville Little League This is not a paid or compensated position. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 107 N Baron St, Bellville TX 77418, United States DESCRIPTION: I would be apart of the Little League Board and primary responsibilities are paying umpires via direct deposit who have worked games, receiving and recording funds from sponsors and other income like concession stands, recording credits and debits for supplies/materials. All of this is done via QuickBooks. I would not have discretion in regards to funds, but more so handle the processing and accounting of decisions approved by the Board. BELLVILLE LITTLE LEAGUE POSITION: Treasurer/Board Member NATURE: The position would be a volunteer position as Treasurer/Board Member of Bellville Little League This is not a paid or compensated position. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 107 N Baron St, Bellville TX 77418, United States DESCRIPTION: I would be apart of the Little League Board and primary responsibilities arepaying umpires via direct deposit who have worked games, receiving and recording funds from sponsors and other income like concession stands, recording credits and debits for supplies/materials. All of this is done via QuickBooks. I would not have discretion in regards to funds, but more so handle the processing and accounting of decisions approved by the Board.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-27
  • S66 Uniform Combined State Law Examination
    2015-02-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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