Best Investors
Account
Sign in
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 |
| 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 |
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 |
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
Reach out to this advisor