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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
| NY | RA | APPROVED | 2025-06-12 |
| NH | RA | APPROVED | 2024-09-05 |
| RI | RA | APPROVED | 2020-07-28 |
| MA | RA | APPROVED | 2019-12-11 |
| CT | RA | APPROVED | 2019-09-30 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
Portland, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stanley Golf Course | New Britain | CT | 06/2015 | 08/2017 |
| Metropolitan District Commission | Hartford | CT | 06/2018 | 08/2018 |
| Mama Leone's Restaurant | Newport | RI | 01/2019 | 04/2019 |
| J's Restaurant Bar | Hartford | CT | 05/2019 | 08/2019 |
| Salve Regina University | Newport | RI | 08/2015 | 05/2019 |
| Valic Financial Advisors, Inc. | Nashua | NH | 08/2019 | 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: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-26 |
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