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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
3737 Executive Center Drive Suite 111, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 03/2025 | 05/2026 |
| Valic Financial Advisors, Inc | Austin | TX | 05/2026 | Present |
| Principal Life Insurance Company | Austin | TX | 04/2021 | 04/2022 |
| Principal Securities Inc | Austin | TX | 04/2021 | 04/2022 |
| Mac Pizza Management Inc | Austin | TX | 01/2021 | 04/2021 |
| Unemployed | Austin | TX | 07/2020 | 12/2020 |
| American Airlines | Fort Worth | TX | 07/2019 | 05/2020 |
| Unemployed | Austin | TX | 05/2019 | 07/2019 |
| University Of Texas At Austin | Austin | TX | 08/2015 | 05/2019 |
| 6 Pillars Financial Services | Austin | TX | 06/2021 | 04/2022 |
| Ameriprise Financial Services, Llc | Richardson | TX | 05/2022 | 03/2025 |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/19/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-20 |
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