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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| MA | RA | APPROVED | 2021-06-16 |
| VA | RA | APPROVED | 2021-03-18 |
| GA | RA | APPROVED | 2020-08-20 |
| FL | RA | APPROVED | 2020-07-29 |
| NC | RA | APPROVED | 2020-07-28 |
| TX | RA | APPROVED | 2020-07-07 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors Inc. | Houston | TX | 10/2015 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| City Of Conroe Municipal Management District No.3 | Houston | TX | 01/2020 | Present |
VINTAGE CROSSFIT POSITION: Crossfit Coach-Employee NATURE: Crossfit Coach-Employee INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 4205 Center St., Houston TX 77007, United States DESCRIPTION: Coach members and help them safely reach their fitness goals. CITY OF CONROE MUNICIPAL MANAGEMENT DISTRICT NO.3 POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 9 Greenway Plaza, Suite#1000, Houston TX 77046, United States DESCRIPTION: Board of Directors- Assisting with the organizations mission/ purpose, planning, monitoring and not permitted to act on behalf of the association without the consent/ approval of the majority of board members. 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 CITY OF CONROE MUNICIPAL MANAGEMENT DISTRICT NO.3 POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 9 Greenway Plaza, Suite#1000, Houston TX 77046, United States DESCRIPTION: Board of Directors- Assisting with the organizations mission/ purpose, planning, monitoring and not permitted to act on behalf of the association without the consent/ approval of the majority of board members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-10 |
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