Best Investors
Account
Sign in
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 |
|---|---|---|---|
| SD | RA | APPROVED | 2023-09-05 |
| ND | RA | APPROVED | 2021-07-19 |
| MN | RA | APPROVED | 2020-09-01 |
Branch Locations
7650 Edinborough Way Suite 320, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Minnetonka | MN | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minnetonka | MN | 11/2016 | 07/2020 |
| Valic Financial Advisors, Inc. | Edina | MN | 08/2020 | 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
Reach out to this advisor