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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-12 |
| AZ | RA | APPROVED | 2026-06-09 |
| ID | RA | APPROVED | 2026-06-03 |
| NM | RA | APPROVED | 2026-06-03 |
| AR | RA | APPROVED | 2026-05-08 |
| WA | RA | APPROVED | 2026-05-07 |
| WV | RA | APPROVED | 2022-12-12 |
| FL | RA | APPROVED | 2022-12-06 |
| AL | RA | APPROVED | 2022-12-02 |
| CA | RA | APPROVED | 2022-12-02 |
| CO | RA | APPROVED | 2022-12-02 |
| CT | RA | APPROVED | 2022-12-02 |
| DE | RA | APPROVED | 2022-12-02 |
| IL | RA | APPROVED | 2022-12-02 |
| IN | RA | APPROVED | 2022-12-02 |
| LA | RA | APPROVED | 2022-12-02 |
| ME | RA | APPROVED | 2022-12-02 |
| MD | RA | APPROVED | 2022-12-02 |
| MA | RA | APPROVED | 2022-12-02 |
| MI | RA | APPROVED | 2022-12-02 |
| MN | RA | APPROVED | 2022-12-02 |
| MS | RA | APPROVED | 2022-12-02 |
| MO | RA | APPROVED | 2022-12-02 |
| NH | RA | APPROVED | 2022-12-02 |
| NJ | RA | APPROVED | 2022-12-02 |
| NY | RA | APPROVED | 2022-12-02 |
| NC | RA | APPROVED | 2022-12-02 |
| OH | RA | APPROVED | 2022-12-02 |
| PA | RA | APPROVED | 2022-12-02 |
| RI | RA | APPROVED | 2022-12-02 |
| SC | RA | APPROVED | 2022-12-02 |
| VT | RA | APPROVED | 2022-12-02 |
| VA | RA | APPROVED | 2022-12-02 |
| GA | RA | APPROVED | 2022-02-11 |
| TX | RA | APPROVED | 2022-02-08 |
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 |
|---|---|---|---|---|
| Pipeline Machinery International | Cypress | TX | 03/2018 | 07/2021 |
| College Of Education Student Advising Center | Nacogdoches | TX | 05/2017 | 12/2017 |
| Stephen F Austin State University | Nacogdoches | TX | 08/2013 | 04/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 07/2021 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Coast To Coast Catering | Houston | TX | 08/2024 | 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 COAST TO COAST CATERING POSITION: I just help at event when needed NATURE: it's a seafood bar so we cater to events when hired. No physical location INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 1809 crestdale dr, houston TX 77080, United States DESCRIPTION: I handle the Instagram page and correspond with potential clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
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