Best Investors Account Sign in
Claim This Profile
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
CA RA APPROVED 2026-07-23
NY RA APPROVED 2021-08-16
TX RA APPROVED 2020-08-10
  • CA RA
    APPROVED
    Since 2026-07-23
  • NY RA
    APPROVED
    Since 2021-08-16
  • TX RA
    APPROVED
    Since 2020-08-10

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States

Leander, TX • 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 09/2019 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
  • 09/2019 → Present
    Valic Financial Advisors
    Houston, TX
  • 01/2019 → 08/2019
    University Of Cincinnati
    Cincinnati, OH
  • 08/2018 → 12/2018
    University Of Cincinnati
    Cincinnati, OH
  • 09/2016 → 08/2018
    Unemployed
    Kathmandu
  • 05/2016 → 09/2016
    United Nations Development Program
    Pulchowk
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-08
S63 Uniform Securities Agent State Law Examination 2019-12-07
  • S65 Uniform Investment Adviser Law Examination
    2020-08-08
  • S63 Uniform Securities Agent State Law Examination
    2019-12-07
Other Names
  • Rushma Subedi
  • Rushma Khatrisubedi

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor