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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 |
|---|---|---|---|
| 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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 08/2015 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-27 |
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