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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
| NY | RA | APPROVED | 2021-08-16 |
| TX | RA | APPROVED | 2020-08-10 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
Leander, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 09/2019 | Present |
| University Of Cincinnati | Cincinnati | OH | 01/2019 | 08/2019 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 12/2018 |
| Unemployed | Kathmandu | 09/2016 | 08/2018 | |
| United Nations Development Program | Pulchowk | 05/2016 | 09/2016 | |
| Agia | Houston | TX | 12/2022 | Present |
IMPERIAL CASHMERE POSITION: Co-Owner NATURE: We sell luxury cashmere items that ishandmadefrom Nepal.Currently, we will be selling Scarves, beanies and Gloves made from 100% Cashmere. Items will be sold via. Ecommerce. Website: www.imperialcashmere.com. We don't have nay physical location yet. We will set it via e-commerce. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2022 ADDRESS: 5900 Balcones Dr, Suite 100, Austin TX 78731, United States DESCRIPTION: I conduct meeting with suppliers, deal with vendors, design products, I handle the procurement too 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-07 |
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