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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-02 |
| MI | RA | APPROVED | 2021-09-09 |
| IL | RA | APPROVED | 2019-12-13 |
| IN | RA | APPROVED | 2019-12-13 |
Branch Locations
Crown Point, IN • United States
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 |
|---|---|---|---|---|
| Realest | Crown Point | IN | 05/2017 | 08/2017 |
| Wabash College | Crawfordsville | IN | 08/2014 | 05/2018 |
| Valic Financial Advisors, Inc. | Crown Point | IN | 06/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Indiana Elite | Crown Point | IN | 08/2023 | 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 INDIANA ELITE POSITION: Coach NATURE: Youth soccer organization that grows and develops young individuals to work together. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 10971 Four Seasons Place Suite 207, Crown Point IN 46307, United States DESCRIPTION: I will be a coach that will be growing and developing young individuals to work as a team and help build a successful soccer organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
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