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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2023-08-10 |
| OK | RA | APPROVED | 2023-08-07 |
| CO | RA | APPROVED | 2023-08-04 |
| IA | RA | APPROVED | 2023-08-04 |
| KS | RA | APPROVED | 2023-08-03 |
| NE | RA | APPROVED | 2023-08-03 |
| MS | RA | APPROVED | 2023-03-07 |
| LA | RA | APPROVED | 2023-03-06 |
| NM | RA | APPROVED | 2019-08-26 |
| MO | RA | APPROVED | 2019-08-02 |
| TX | RA | APPROVED | 2018-05-29 |
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2016 | 05/2018 |
| Valic Financial Advisors | Houston | TX | 05/2018 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-07 |
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