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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-23 |
| FL | RA | APPROVED | 2025-08-07 |
| AZ | RA | APPROVED | 2024-12-03 |
| NC | RA | APPROVED | 2024-11-19 |
| OK | RA | APPROVED | 2024-11-19 |
| MN | RA | APPROVED | 2022-02-04 |
| CA | RA | APPROVED | 2022-01-25 |
| NM | RA | APPROVED | 2021-11-02 |
| WY | RA | APPROVED | 2021-11-01 |
| MD | RA | APPROVED | 2021-08-30 |
| WI | RA | APPROVED | 2021-03-04 |
| OH | RA | APPROVED | 2021-02-23 |
| SD | RA | APPROVED | 2021-02-17 |
| ND | RA | APPROVED | 2021-02-16 |
| MT | RA | APPROVED | 2020-07-21 |
| ID | RA | APPROVED | 2020-07-20 |
| OR | RA | APPROVED | 2020-07-20 |
| WA | RA | APPROVED | 2020-07-20 |
| TX | RA | APPROVED | 2020-07-03 |
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 |
|---|---|---|---|---|
| First Colony Little League | Houston | TX | 03/2016 | 12/2017 |
| Valic Financial Advisors | Houston | TX | 08/2016 | 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 | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-08 |
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