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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 | 2024-06-21 |
| WI | RA | APPROVED | 2024-05-23 |
| LA | RA | APPROVED | 2024-02-27 |
| MA | RA | APPROVED | 2023-09-25 |
| IN | RA | APPROVED | 2022-11-22 |
| MD | RA | APPROVED | 2022-08-29 |
| MI | RA | APPROVED | 2022-07-26 |
| PA | RA | APPROVED | 2022-04-12 |
| ME | RA | APPROVED | 2021-12-22 |
| CA | RA | APPROVED | 2021-03-24 |
| GA | RA | APPROVED | 2021-03-17 |
| CO | RA | APPROVED | 2020-12-08 |
| NH | RA | APPROVED | 2020-11-18 |
| SC | RA | APPROVED | 2020-08-05 |
| NC | RA | APPROVED | 2020-06-09 |
| FL | RA | APPROVED | 2020-04-23 |
| KY | RA | APPROVED | 2020-03-03 |
| OH | RA | APPROVED | 2019-04-30 |
| AL | RA | APPROVED | 2018-12-12 |
| TX | RA | APPROVED | 2018-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 07/2018 | Present |
| Marshall J Brown Co. Inc. | Stafford | TX | 09/2016 | 06/2018 |
| Houston Dynamo | Houston | TX | 03/2016 | 09/2016 |
| Agia | Houston | TX | 12/2022 | Present |
| Rental Property Through Sideways8, Llc | Houston | TX | 02/2023 | Present |
SIDEWAYS8, LLC POSITION: Co-Owner and Partner NATURE: This LLC will be ran by me and my wife, Stephanie McKeever, as 50/50 partners. First, we plan to use this as an investment into a private business, Fuze Fireworks. We will be investing our personal cash for a return on investment. We will not be obtaining any ownership of Fuze Fireworks, we will only invest cash that we will earn a return on semi-annually. Additionally, We plan to rent out our current house when we move into a new home (might happen within the next 1-5 years). This LLC will be used in the interim for home improvements and for the business operations of our rental property once we move into a new home. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 8203 Twin Hills Dr., Houston TX 77071, United States DESCRIPTION: Duties including co-owning and co-managing the operations and finances of the LLC. My wife and I will be investors in Fuze Fireworks, and we will manage returns. Our roles for the rental property have yet to be determined as we may take on select responsibilities or hire out, ie professional property manager. 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 RENTAL PROPERTY THROUGH SIDEWAYS8, LLC POSITION: Partner NATURE: This will be a rental property that my wife and I are listing through our LLC. We have a mortgage on the home and have invested in repairs/upgrades. We are using a Property Management company to handle advertising, tenants, etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 8203 Twin Hills Dr., Houston TX 77071, United States DESCRIPTION: I will be co-owner of property with wife. Property management company will handle everything else.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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