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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 | 2023-06-16 |
| DC | RA | APPROVED | 2023-06-08 |
| WV | RA | APPROVED | 2022-12-12 |
| FL | RA | APPROVED | 2022-12-06 |
| GA | RA | APPROVED | 2022-12-05 |
| 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 |
| 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 |
| 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 |
| TX | RA | APPROVED | 2021-04-10 |
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 | 11/2018 | Present |
| Center For Student Media, University Of Houston | Houston | TX | 06/2017 | 09/2017 |
| University Of Houston | Houston | TX | 01/2014 | 08/2018 |
| Unemployed | Houston | TX | 09/2016 | 05/2017 |
| Agia | Houston | TX | 12/2022 | Present |
ALI-FERRINGTON LLC POSITION: Partner NATURE: Developing residential property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2022 ADDRESS: 3818 southmore blvd, Houston TX 77004, United States DESCRIPTION: Working with a construction company to build 2 residential homes for sale. SAZZ LLC POSITION: PARTNER NATURE: LLC was created to purchase a 25% share in a rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2022 ADDRESS: 17322 MEADOW LIGHT DR, RICHMOND TX 77407, United States DESCRIPTION: No duties, just a 25% ownership of a rental property. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-14 |
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