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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-08 |
| MO | RA | APPROVED | 2023-10-20 |
| CA | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-07-27 |
| PA | RA | APPROVED | 2022-04-25 |
| NY | RA | APPROVED | 2021-08-16 |
| NH | RA | APPROVED | 2021-06-01 |
| DE | RA | APPROVED | 2021-05-26 |
| CT | RA | APPROVED | 2021-05-25 |
| MA | RA | APPROVED | 2021-05-25 |
| RI | RA | APPROVED | 2021-05-25 |
| ME | RA | APPROVED | 2021-03-03 |
| DC | RA | APPROVED | 2020-11-16 |
| NJ | RA | APPROVED | 2020-02-24 |
| NC | RA | APPROVED | 2020-02-21 |
| SC | RA | APPROVED | 2020-02-20 |
| MD | RA | APPROVED | 2020-02-19 |
| VA | RA | APPROVED | 2020-02-18 |
| TX | RA | APPROVED | 2020-01-24 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 06/2016 | 07/2019 |
| Bank Of America, N.A. | The Woodlands | TX | 12/2016 | 07/2019 |
| Valic Financial Advisors | Houston | TX | 01/2020 | Present |
| Unemployed | Tomball | TX | 07/2019 | 01/2020 |
| 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 | 2016-11-01 |
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