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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 04/2016 | 06/2019 |
| Tiaa | Lewisville | TX | 04/2016 | 06/2019 |
| Wells Fargo Bank, Na | Missouri City | TX | 02/2020 | 08/2020 |
| Well Fargo Clearing Services, Llc | Missouri City | TX | 02/2020 | 08/2020 |
| First America Homes | Houston | TX | 07/2019 | 01/2020 |
| Tiaa | Houston | TX | 09/2023 | 04/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Houston | TX | 09/2023 | 04/2025 |
| Selectquote, Inc. | Houston | TX | 08/2020 | 11/2020 |
| Angi Homeservices, Inc. | Houston | TX | 03/2021 | 04/2021 |
| Burnett Companies Consolidated | Houston | TX | 01/2021 | 03/2021 |
| Re/Max Commercial Advisors Group | Spring | TX | 06/2022 | 09/2023 |
| Logistic Valuation | Houston | TX | 05/2021 | 06/2022 |
| Fidelity Investments | Houston | TX | 05/2025 | 05/2026 |
| Valic Financial Advisors, Inc. | Houston | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-27 |
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