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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-06 |
| GA | RA | APPROVED | 2026-02-12 |
| WI | RA | APPROVED | 2025-10-07 |
| PA | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED_RES | 2025-08-09 |
| FL | RA | APPROVED | 2025-02-26 |
Branch Locations
5201 Waterford District Drive 8Th Floor, Miami, FL 33126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 07/2016 | 08/2024 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 07/2016 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 10/2024 | 02/2025 |
| Northwestern Mutual | Coral Gables | FL | 08/2024 | 10/2024 |
| Bank Of America, N.A. | Aventura | FL | 11/2024 | 02/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 02/2025 | Present |
| Agia | Houston | TX | 02/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as a agent to sell Non-Securities Insurance products for AGIA NEZ MANAGEMENT LLC POSITION: MGR NATURE: Real estate holding owned by my family trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2024 ADDRESS: 66 West Flagler Street, FL 9 Suite 10061, Miami FL 33130, United States DESCRIPTION: Trustee CABEZON RANCH LLC POSITION: Trustee NATURE: Real estate holding owned by family trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2020 ADDRESS: 66 West Flagler Street, FL 9 Suite 10061, Miami FL 33130, United States DESCRIPTION: Trustee BX DIGITAL OF FLORIDA, LLC POSITION: Manager NATURE: Security camera consulting business. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2019 ADDRESS: 66 West Flagler Street, FL 9 Suite 10061, Miami FL 33130, United States DESCRIPTION: I do not participate in daily operations, only assisting with occasional office tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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