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Eric Soto Fernandez

Valic Financial Advisors, Inc.

Houston, TX

CRD 7389867

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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
TX RA APPROVED 2025-12-03
  • TX RA
    APPROVED
    Since 2025-12-03

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, Inc. Houston TX 04/2025 Present
Bank Of Texas Bellaire TX 04/2022 04/2025
Ameriprise Financial Houston TX 06/2021 08/2021
Willis Johnson & Associates Houston TX 08/2020 05/2021
Target Houston TX 08/2019 08/2020
Matrix Electronics Houston TX 08/2017 08/2019
Challenge Early College High School Houston TX 04/2015 08/2017
Unemployed Houston TX 08/2021 04/2022
Agia Houston TX 04/2025 Present
  • 04/2025 → Present
    Houston, TX
  • 04/2022 → 04/2025
    Bank Of Texas
    Bellaire, TX
  • 06/2021 → 08/2021
    Ameriprise Financial
    Houston, TX
  • 08/2020 → 05/2021
    Willis Johnson & Associates
    Houston, TX
  • 08/2019 → 08/2020
    Target
    Houston, TX
  • 08/2017 → 08/2019
    Matrix Electronics
    Houston, TX
  • 04/2015 → 08/2017
    Challenge Early College High School
    Houston, TX
  • 08/2021 → 04/2022
    Unemployed
    Houston, TX
  • 04/2025 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/28/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-01
S63 Uniform Securities Agent State Law Examination 2025-07-28
  • S66 Uniform Combined State Law Examination
    2025-12-01
  • S63 Uniform Securities Agent State Law Examination
    2025-07-28
Other Names
  • Eric Soto Fernandez
  • Eric Sotofernandez

View on SEC IAPD

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