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Marko Majstorovic

Valic Financial Advisors, Inc.

Houston, TX

CRD 7222295

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-01
AZ RA APPROVED 2022-12-16
NV RA APPROVED 2022-12-13
OK RA APPROVED 2022-12-05
WY RA APPROVED 2022-12-01
AR RA APPROVED 2022-11-29
IA RA APPROVED 2022-11-29
LA RA APPROVED 2022-11-29
MS RA APPROVED 2022-11-29
MO RA APPROVED 2022-11-29
NM RA APPROVED 2022-11-29
UT RA APPROVED 2022-11-29
CO RA APPROVED 2022-11-28
KS RA APPROVED 2022-11-28
NE RA APPROVED 2022-11-28
TX RA APPROVED 2022-10-18
  • CA RA
    APPROVED
    Since 2023-03-01
  • AZ RA
    APPROVED
    Since 2022-12-16
  • NV RA
    APPROVED
    Since 2022-12-13
  • OK RA
    APPROVED
    Since 2022-12-05
  • WY RA
    APPROVED
    Since 2022-12-01
  • AR RA
    APPROVED
    Since 2022-11-29
  • IA RA
    APPROVED
    Since 2022-11-29
  • LA RA
    APPROVED
    Since 2022-11-29
  • MS RA
    APPROVED
    Since 2022-11-29
  • MO RA
    APPROVED
    Since 2022-11-29
  • NM RA
    APPROVED
    Since 2022-11-29
  • UT RA
    APPROVED
    Since 2022-11-29
  • CO RA
    APPROVED
    Since 2022-11-28
  • KS RA
    APPROVED
    Since 2022-11-28
  • NE RA
    APPROVED
    Since 2022-11-28
  • TX RA
    APPROVED
    Since 2022-10-18

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Houston TX 02/2020 Present
Housing Department- The University Of Texas At Tyler Tyler TX 08/2017 12/2019
Residential Life And Housing Department - Tyler Junior College Tyler TX 08/2015 07/2017
Agia Houston TX 12/2022 Present
  • 02/2020 → Present
    Valic Financial Advisors
    Houston, TX
  • 08/2017 → 12/2019
    Housing Department- The University Of Texas At Tyler
    Tyler, TX
  • 08/2015 → 07/2017
    Residential Life And Housing Department - Tyler Junior College
    Tyler, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-19
  • S66 Uniform Combined State Law Examination
    2020-06-19

View on SEC IAPD

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