James Baker

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2025 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 01/2023 → 05/2025
  Shsu Residence Life
  Huntsville, TX
• 08/2021 → 12/2022
  Sam Houston State University
  Huntsville, TX
• 01/2015 → 05/2021
  Conroe Independent School District
  Conroe, TX
• 06/2025 → 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: 06/09/2025 ADDRESS: 2929 Allen Parkway Houston, TX 77019, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non- Securities Insuranceproducts for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2026-01-07
• S63 Uniform Securities Agent State Law Examination
  2025-09-30