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Cynthia Denise Reavis

Valic Financial Advisors, Inc.

Burlington, NC

CRD 6536393

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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
SC RA APPROVED 2024-11-15
VA RA APPROVED 2024-01-17
NC RA APPROVED 2022-10-13
  • SC RA
    APPROVED
    Since 2024-11-15
  • VA RA
    APPROVED
    Since 2024-01-17
  • NC RA
    APPROVED
    Since 2022-10-13

Branch Locations

1238 Huffman Mill Road Grand Oak Center, Suite Gc219, Burlington, NC 27215 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 07/2015 05/2017
Equity Services, Inc. Winston-Salem NC 05/2017 11/2018
Summit Advisory Group Winston-Salem NC 05/2017 11/2018
Massmutual Life Insurance Co Winston Salem NC 11/2018 09/2022
Mml Investors Services, Llc Winston Salem NC 03/2019 09/2022
Valic Financial Advisors, Inc. Durham NC 10/2022 Present
Agia Houston TX 12/2022 Present
Previous Registrations
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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-17
  • S66 Uniform Combined State Law Examination
    2015-12-17
Other Names
  • Cynthia Reavis Alford
  • Cynthia D Reavis
  • Cynthia Denise Reavis
  • Cynthia Reavis

View on SEC IAPD

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