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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2023-07-19 |
| MA | RA | APPROVED | 2023-07-14 |
| AK | RA | APPROVED | 2023-07-13 |
| AZ | RA | APPROVED | 2023-06-30 |
| WV | RA | APPROVED | 2023-06-30 |
| HI | RA | APPROVED | 2023-06-28 |
| NV | RA | APPROVED | 2023-06-21 |
| NH | RA | APPROVED | 2023-06-21 |
| DE | RA | APPROVED | 2023-06-20 |
| GA | RA | APPROVED | 2023-06-20 |
| ID | RA | APPROVED | 2023-06-20 |
| OK | RA | APPROVED | 2023-06-20 |
| AR | RA | APPROVED | 2023-06-19 |
| LA | RA | APPROVED | 2023-06-19 |
| ND | RA | APPROVED | 2023-06-19 |
| CA | RA | APPROVED | 2023-06-16 |
| KY | RA | APPROVED | 2023-06-16 |
| MD | RA | APPROVED | 2023-06-16 |
| MN | RA | APPROVED | 2023-06-16 |
| PA | RA | APPROVED | 2023-06-16 |
| VT | RA | APPROVED | 2023-06-16 |
| VA | RA | APPROVED | 2023-06-16 |
| WY | RA | APPROVED | 2023-06-16 |
| AL | RA | APPROVED | 2023-06-15 |
| CO | RA | APPROVED | 2023-06-15 |
| CT | RA | APPROVED | 2023-06-15 |
| IN | RA | APPROVED | 2023-06-15 |
| IA | RA | APPROVED | 2023-06-15 |
| ME | RA | APPROVED | 2023-06-15 |
| MT | RA | APPROVED | 2023-06-15 |
| NJ | RA | APPROVED | 2023-06-15 |
| NM | RA | APPROVED | 2023-06-15 |
| NY | RA | APPROVED | 2023-06-15 |
| NC | RA | APPROVED | 2023-06-15 |
| OH | RA | APPROVED | 2023-06-15 |
| OR | RA | APPROVED | 2023-06-15 |
| RI | RA | APPROVED | 2023-06-15 |
| SC | RA | APPROVED | 2023-06-15 |
| SD | RA | APPROVED | 2023-06-15 |
| UT | RA | APPROVED | 2023-06-15 |
| WA | RA | APPROVED | 2023-06-15 |
| MI | RA | APPROVED | 2022-12-01 |
| NE | RA | APPROVED | 2022-12-01 |
| IL | RA | APPROVED | 2022-05-31 |
| WI | RA | APPROVED | 2022-05-10 |
| FL | RA | APPROVED | 2021-07-09 |
| KS | RA | APPROVED | 2021-07-08 |
| MS | RA | APPROVED | 2021-07-08 |
| MO | RA | APPROVED | 2021-07-08 |
| TX | RA | APPROVED | 2021-01-19 |
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 |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 10/2020 | Present |
| University Of Houston | Houston | TX | 09/2017 | 08/2020 |
| University Of Houston | Houston | TX | 06/2016 | 05/2018 |
| 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 FB STRIKERS BASEBALL POSITION: Treasurer NATURE: My son's select baseball team (Fort Bend Strikers) applied for an EIN and 501c3 status as a means to open a team checking account. The account is purely for collecting player fees for facilities, tournaments, and uniforms. This account will also allow us to accept donations from local businesses. This is not for profit in any way. All funds go to the team. My wife and I are the volunteers that maintain the account. We can be described as secretary/admin We do not get compensated in any way. Not sure if this needed to be disclosed, so I wanted to be safe. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2023 ADDRESS: 21210 Redcrest Manor Drive, Richmond TX 77406, United States DESCRIPTION: Treasurer Responsibilities: Collect player fees (from parents) into team checking account, Collect any donations received from local business and/or fundraisers, Maintain team bank account records, Make any purchases voted and approved upon by the 3 directors (facilities, tournaments, equipment, uniforms, etc.) This is not for profit in any way. All funds go to the team. My wife and I are the volunteers thatare providing this administrative support.We do not get compensated in any way. My wife will function as secretary. She will oversee any tournament registrations, facility rental processes, etc. Nothing with funds. LAMAR LITTLE LEAGUE POSITION: Tournament Director NATURE: I am on the Board of Directors for Lamar Little League (my son plays baseball there). This is purely a volunteer position. Duties include: 1) Attend board meetings- discuss and vote on league issues. 2) Volunteer my time to open/close and monitor the park activities during practices and games 3) Organize and execute our annual Blue Gray baseball tournament, which consists of 100+ baseball teams. I do not make an money for doing so. *I do not have line of sight or direct control over any financial assets. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 2100 Collins Avenue, Richmond TX 77469, United States DESCRIPTION: I am on the Board of Directors for Lamar Little League (my son plays baseball there). This is purely a volunteer position. Duties include: 1) Attend board meetings- discuss and vote on league issues. 2) Volunteer my time to open/close and monitor the park activities during practices and games 3) Organize and execute our annual Blue Gray baseball tournament, which consists of 100+ baseball teams. I do not make an money for doing so. *I do not have line of sight or direct control over any financial assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-19 |
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