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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
| DC | RA | APPROVED | 2022-04-27 |
| ND | RA | APPROVED | 2022-02-15 |
| UT | RA | APPROVED | 2022-01-26 |
| KY | RA | APPROVED | 2022-01-24 |
| AZ | RA | APPROVED | 2021-08-30 |
| SD | RA | APPROVED | 2021-08-18 |
| FL | RA | APPROVED | 2021-08-16 |
| GA | RA | APPROVED | 2021-08-16 |
| MT | RA | APPROVED | 2021-08-16 |
| NM | RA | APPROVED | 2021-08-16 |
| NY | RA | APPROVED | 2021-08-16 |
| OH | RA | APPROVED | 2021-08-15 |
| AL | RA | APPROVED | 2021-08-13 |
| AK | RA | APPROVED | 2021-08-13 |
| AR | RA | APPROVED | 2021-08-13 |
| CO | RA | APPROVED | 2021-08-13 |
| HI | RA | APPROVED | 2021-08-13 |
| ID | RA | APPROVED | 2021-08-13 |
| IN | RA | APPROVED | 2021-08-13 |
| KS | RA | APPROVED | 2021-08-13 |
| LA | RA | APPROVED | 2021-08-13 |
| MN | RA | APPROVED | 2021-08-13 |
| MS | RA | APPROVED | 2021-08-13 |
| MO | RA | APPROVED | 2021-08-13 |
| NE | RA | APPROVED | 2021-08-13 |
| OK | RA | APPROVED | 2021-08-13 |
| OR | RA | APPROVED | 2021-08-13 |
| WA | RA | APPROVED | 2021-08-13 |
| WI | RA | APPROVED | 2021-08-13 |
| WV | RA | APPROVED | 2020-12-17 |
| NJ | RA | APPROVED | 2020-12-09 |
| CT | RA | APPROVED | 2020-12-07 |
| DE | RA | APPROVED | 2020-12-07 |
| ME | RA | APPROVED | 2020-12-07 |
| MD | RA | APPROVED | 2020-12-07 |
| NH | RA | APPROVED | 2020-12-07 |
| NC | RA | APPROVED | 2020-12-07 |
| PA | RA | APPROVED | 2020-12-07 |
| RI | RA | APPROVED | 2020-12-07 |
| SC | RA | APPROVED | 2020-12-07 |
| VA | RA | APPROVED | 2020-12-07 |
| IL | RA | APPROVED | 2020-05-11 |
| NV | RA | APPROVED | 2020-01-29 |
| CA | RA | APPROVED | 2020-01-10 |
| MI | RA | APPROVED | 2020-01-10 |
| TX | RA | APPROVED | 2019-11-22 |
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 |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 06/2018 | 06/2018 |
| Flight Services International | Houston | TX | 09/2017 | 06/2018 |
| Flight Services International | Houston | TX | 06/2014 | 09/2017 |
| Valic Financial Advisors | Houston | TX | 07/2018 | Present |
| Agia | Houston | TX | 12/2022 | 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 ALYSSA BERRY POSITION: owner and creator NATURE: embroidering apparel and textiles for family and friends INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2026 ADDRESS: 13807 Skylark Bend Ln, Cypress TX 77429, United States DESCRIPTION: machine embroider clothing items for a set fee per item for family and friends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
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