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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-06 |
| NM | RA | APPROVED | 2025-12-01 |
| AZ | RA | APPROVED | 2025-09-19 |
Branch Locations
15333 North Pima Road Suite 235, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrett Financial Group | Scottsdale | AZ | 05/2024 | 06/2025 |
| Paramount Residential Mortgage Group | Scottsdale | AZ | 05/2023 | 05/2024 |
| Mutual Of Omaha | Scottsdale | AZ | 06/2019 | 05/2023 |
| Cardinal Financial Group | Scottsdale | AZ | 07/2019 | 06/2022 |
| Mortgage Bee Llc | Scottsdale | AZ | 08/2018 | 07/2019 |
| Cardinal Financial Group | Scottsdale | AZ | 09/2017 | 08/2018 |
| Freedom Mortgage | Phoenix | AZ | 01/2016 | 09/2017 |
| Valic Financial Advisors, Inc. | Scottsdale | AZ | 06/2025 | Present |
| Agia | Houston | TX | 03/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/24/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-15 |
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