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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 | 2023-07-31 |
| HI | RA | APPROVED | 2018-11-15 |
Branch Locations
Two Waterfront Plaza 500 Ala Moana Blvd, Suite 300, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Honolulu | HI | 02/2017 | 11/2018 |
| World Financial Group, Inc. | Honolulu | HI | 05/2012 | 04/2019 |
| Wsb Ohana One, Llc | Honolulu | HI | 04/2016 | 04/2019 |
| Lawrence Serrano - Driver | Honolulu | HI | 08/2018 | 11/2018 |
| Valic Financial Advisors, Inc. | Honolulu | HI | 11/2018 | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-30 |
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