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Megan Mcwhorter

Valic Financial Advisors, Inc.

Houston, TX

CRD 8055502

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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
FL RA APPROVED 2026-07-31
CT RA APPROVED 2026-07-30
DE RA APPROVED 2026-07-30
MD RA APPROVED 2026-07-30
NY RA APPROVED 2026-07-30
TX RA APPROVED 2025-12-03
  • FL RA
    APPROVED
    Since 2026-07-31
  • CT RA
    APPROVED
    Since 2026-07-30
  • DE RA
    APPROVED
    Since 2026-07-30
  • MD RA
    APPROVED
    Since 2026-07-30
  • NY RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2025-12-03

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • 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, Inc. Houston TX 03/2025 Present
Wellby Financial League City TX 10/2023 03/2025
Kiddie Academy League City TX 11/2022 10/2023
Haley Elementary School La Marque TX 08/2022 11/2022
Moody Early Childhood Center Galveston TX 09/2021 07/2022
National Geographic Cruise Lines, Linblad Expeditions New York NY 06/2021 08/2021
Cutfoil Wine Bar And Bistro Webster TX 03/2021 06/2021
Noahs Ark Bar And Grill Bacliff TX 12/2020 03/2021
Lakewood Yacht Club Seabrook TX 11/2019 04/2020
Cherry Block Craft At Bravery Cheff Hall Houston TX 08/2019 11/2019
Bangers Sausage House And Beer Garden Austin TX 03/2019 06/2019
San Jacinto Dining Hall University Of Texas Austin Austin TX 08/2018 03/2019
Panera Bread Pasadena TX 06/2017 06/2017
Souper Salad Pasadena TX 08/2017 12/2018
Covid Laid Off/Unemployed La Porte TX 04/2020 07/2020
Primrose Childcare Clearlake TX 07/2020 11/2020
Kroger- Starbucks La Porte TX 05/2017 06/2017
Augusta Escoffier School Of Culinary Arts Austin TX 06/2019 07/2019
Old Navy Texas TX 11/2017 12/2017
Unemployed, In Highschool, La Porte Highschool La Porte TX 08/2014 05/2018
Agia Houston TX 07/2025 Present
  • 03/2025 → Present
    Houston, TX
  • 10/2023 → 03/2025
    Wellby Financial
    League City, TX
  • 11/2022 → 10/2023
    Kiddie Academy
    League City, TX
  • 08/2022 → 11/2022
    Haley Elementary School
    La Marque, TX
  • 09/2021 → 07/2022
    Moody Early Childhood Center
    Galveston, TX
  • 06/2021 → 08/2021
    National Geographic Cruise Lines, Linblad Expeditions
    New York, NY
  • 03/2021 → 06/2021
    Cutfoil Wine Bar And Bistro
    Webster, TX
  • 12/2020 → 03/2021
    Noahs Ark Bar And Grill
    Bacliff, TX
  • 11/2019 → 04/2020
    Lakewood Yacht Club
    Seabrook, TX
  • 08/2019 → 11/2019
    Cherry Block Craft At Bravery Cheff Hall
    Houston, TX
  • 03/2019 → 06/2019
    Bangers Sausage House And Beer Garden
    Austin, TX
  • 08/2018 → 03/2019
    San Jacinto Dining Hall University Of Texas Austin
    Austin, TX
  • 06/2017 → 06/2017
    Panera Bread
    Pasadena, TX
  • 08/2017 → 12/2018
    Souper Salad
    Pasadena, TX
  • 04/2020 → 07/2020
    Covid Laid Off/Unemployed
    La Porte, TX
  • 07/2020 → 11/2020
    Primrose Childcare
    Clearlake, TX
  • 05/2017 → 06/2017
    Kroger- Starbucks
    La Porte, TX
  • 06/2019 → 07/2019
    Augusta Escoffier School Of Culinary Arts
    Austin, TX
  • 11/2017 → 12/2017
    Old Navy
    Texas, TX
  • 08/2014 → 05/2018
    Unemployed, In Highschool, La Porte Highschool
    La Porte, TX
  • 07/2025 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/28/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-31
S63 Uniform Securities Agent State Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-10-31
  • S63 Uniform Securities Agent State Law Examination
    2025-08-01

View on SEC IAPD

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