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Stephanie Cortez

Valic Financial Advisors, Inc.

Houston, TX

CRD 7015604

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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
DC RA APPROVED 2022-03-18
MA RA APPROVED 2022-01-19
AZ RA APPROVED 2021-12-23
SD RA APPROVED 2021-12-23
NV RA APPROVED 2021-12-20
ND RA APPROVED 2021-12-13
WV RA APPROVED 2021-12-10
FL RA APPROVED 2021-12-08
GA RA APPROVED 2021-12-08
MT RA APPROVED 2021-12-08
NE RA APPROVED 2021-12-08
NJ RA APPROVED 2021-12-08
NM RA APPROVED 2021-12-08
AL RA APPROVED 2021-12-07
AK RA APPROVED 2021-12-07
AR RA APPROVED 2021-12-07
CA RA APPROVED 2021-12-07
CO RA APPROVED 2021-12-07
CT RA APPROVED 2021-12-07
DE RA APPROVED 2021-12-07
HI RA APPROVED 2021-12-07
ID RA APPROVED 2021-12-07
IL RA APPROVED 2021-12-07
IN RA APPROVED 2021-12-07
IA RA APPROVED 2021-12-07
KS RA APPROVED 2021-12-07
KY RA APPROVED 2021-12-07
LA RA APPROVED 2021-12-07
ME RA APPROVED 2021-12-07
MD RA APPROVED 2021-12-07
MI RA APPROVED 2021-12-07
MN RA APPROVED 2021-12-07
MS RA APPROVED 2021-12-07
MO RA APPROVED 2021-12-07
NH RA APPROVED 2021-12-07
NY RA APPROVED 2021-12-07
NC RA APPROVED 2021-12-07
OH RA APPROVED 2021-12-07
OK RA APPROVED 2021-12-07
OR RA APPROVED 2021-12-07
PA RA APPROVED 2021-12-07
RI RA APPROVED 2021-12-07
SC RA APPROVED 2021-12-07
UT RA APPROVED 2021-12-07
VT RA APPROVED 2021-12-07
VA RA APPROVED 2021-12-07
WA RA APPROVED 2021-12-07
WI RA APPROVED 2021-12-07
WY RA APPROVED 2021-12-07
TX RA APPROVED 2021-04-27
  • DC RA
    APPROVED
    Since 2022-03-18
  • MA RA
    APPROVED
    Since 2022-01-19
  • AZ RA
    APPROVED
    Since 2021-12-23
  • SD RA
    APPROVED
    Since 2021-12-23
  • NV RA
    APPROVED
    Since 2021-12-20
  • ND RA
    APPROVED
    Since 2021-12-13
  • WV RA
    APPROVED
    Since 2021-12-10
  • FL RA
    APPROVED
    Since 2021-12-08
  • GA RA
    APPROVED
    Since 2021-12-08
  • MT RA
    APPROVED
    Since 2021-12-08
  • NE RA
    APPROVED
    Since 2021-12-08
  • NJ RA
    APPROVED
    Since 2021-12-08
  • NM RA
    APPROVED
    Since 2021-12-08
  • AL RA
    APPROVED
    Since 2021-12-07
  • AK RA
    APPROVED
    Since 2021-12-07
  • AR RA
    APPROVED
    Since 2021-12-07
  • CA RA
    APPROVED
    Since 2021-12-07
  • CO RA
    APPROVED
    Since 2021-12-07
  • CT RA
    APPROVED
    Since 2021-12-07
  • DE RA
    APPROVED
    Since 2021-12-07
  • HI RA
    APPROVED
    Since 2021-12-07
  • ID RA
    APPROVED
    Since 2021-12-07
  • IL RA
    APPROVED
    Since 2021-12-07
  • IN RA
    APPROVED
    Since 2021-12-07
  • IA RA
    APPROVED
    Since 2021-12-07
  • KS RA
    APPROVED
    Since 2021-12-07
  • KY RA
    APPROVED
    Since 2021-12-07
  • LA RA
    APPROVED
    Since 2021-12-07
  • ME RA
    APPROVED
    Since 2021-12-07
  • MD RA
    APPROVED
    Since 2021-12-07
  • MI RA
    APPROVED
    Since 2021-12-07
  • MN RA
    APPROVED
    Since 2021-12-07
  • MS RA
    APPROVED
    Since 2021-12-07
  • MO RA
    APPROVED
    Since 2021-12-07
  • NH RA
    APPROVED
    Since 2021-12-07
  • NY RA
    APPROVED
    Since 2021-12-07
  • NC RA
    APPROVED
    Since 2021-12-07
  • OH RA
    APPROVED
    Since 2021-12-07
  • OK RA
    APPROVED
    Since 2021-12-07
  • OR RA
    APPROVED
    Since 2021-12-07
  • PA RA
    APPROVED
    Since 2021-12-07
  • RI RA
    APPROVED
    Since 2021-12-07
  • SC RA
    APPROVED
    Since 2021-12-07
  • UT RA
    APPROVED
    Since 2021-12-07
  • VT RA
    APPROVED
    Since 2021-12-07
  • VA RA
    APPROVED
    Since 2021-12-07
  • WA RA
    APPROVED
    Since 2021-12-07
  • WI RA
    APPROVED
    Since 2021-12-07
  • WY RA
    APPROVED
    Since 2021-12-07
  • TX RA
    APPROVED
    Since 2021-04-27

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 Houston TX 09/2018 Present
Coach Cypress TX 02/2012 09/2018
Agia Houston TX 12/2022 Present
  • 09/2018 → Present
    Valic Financial Advisors
    Houston, TX
  • 02/2012 → 09/2018
    Coach
    Cypress, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-27
S63 Uniform Securities Agent State Law Examination 2018-11-28
  • S65 Uniform Investment Adviser Law Examination
    2021-04-27
  • S63 Uniform Securities Agent State Law Examination
    2018-11-28

View on SEC IAPD

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