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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-16 |
| DC | RA | APPROVED | 2023-06-08 |
| FL | RA | APPROVED | 2022-12-06 |
| GA | RA | APPROVED | 2022-12-05 |
| NJ | RA | APPROVED | 2022-12-02 |
| OH | RA | APPROVED | 2022-12-02 |
| VT | RA | APPROVED | 2022-12-02 |
| WV | RA | APPROVED | 2022-12-02 |
| AL | RA | APPROVED | 2022-12-01 |
| CA | RA | APPROVED | 2022-12-01 |
| CO | RA | APPROVED | 2022-12-01 |
| CT | RA | APPROVED | 2022-12-01 |
| DE | RA | APPROVED | 2022-12-01 |
| IL | RA | APPROVED | 2022-12-01 |
| IN | RA | APPROVED | 2022-12-01 |
| LA | RA | APPROVED | 2022-12-01 |
| ME | RA | APPROVED | 2022-12-01 |
| MD | RA | APPROVED | 2022-12-01 |
| MI | RA | APPROVED | 2022-12-01 |
| MN | RA | APPROVED | 2022-12-01 |
| MS | RA | APPROVED | 2022-12-01 |
| MO | RA | APPROVED | 2022-12-01 |
| NH | RA | APPROVED | 2022-12-01 |
| NY | RA | APPROVED | 2022-12-01 |
| NC | RA | APPROVED | 2022-12-01 |
| PA | RA | APPROVED | 2022-12-01 |
| RI | RA | APPROVED | 2022-12-01 |
| SC | RA | APPROVED | 2022-12-01 |
| VA | RA | APPROVED | 2022-12-01 |
| TX | RA | APPROVED | 2022-04-09 |
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 |
|---|---|---|---|---|
| Aig Capital Services, Inc. | Houston | TX | 04/2020 | 02/2022 |
| America General Life Insurance | Houston | TX | 01/2020 | 02/2022 |
| Ups | Stafford | TX | 11/2019 | 01/2020 |
| Discount Tire Company | Sugar Land | TX | 08/2019 | 10/2019 |
| Unemployed | Houston | TX | 12/2018 | 07/2019 |
| Michael Foods, Inc. | Houston | TX | 07/2018 | 11/2018 |
| Dr. Pepper | Houston | TX | 04/2018 | 07/2018 |
| Unemployed | Houson | TX | 11/2017 | 03/2018 |
| Southern Glazer'S Wine & Spirits | Houston | TX | 06/2015 | 10/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 02/2022 | 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 RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2024 ADDRESS: 3807 Wild Willow Way, Fulshear TX 77441, United States DESCRIPTION: Owner of the rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-08 |
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