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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 | 2026-07-31 |
| NH | RA | APPROVED | 2026-07-30 |
| NY | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2025-09-02 |
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, Inc. | Houston | TX | 03/2025 | Present |
| Amegy Bank | Houston | TX | 02/2023 | 03/2025 |
| Goosehead Insurance | Houston | TX | 11/2021 | 01/2023 |
| Whiskey Time Farm | Bellville | TX | 05/2019 | Present |
| Wells Fargo Bank | Houston | TX | 09/2014 | 12/2019 |
| Agia | Houston | TX | 04/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/14/2025 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 | 2025-08-29 |
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