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Tatum Garcia

Valic Financial Advisors, Inc.

Houston, TX

CRD 8080316

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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
TX RA APPROVED 2025-11-18
  • TX RA
    APPROVED
    Since 2025-11-18

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 04/2025 Present
Vitalus Health Houston TX 10/2024 05/2025
University Of Miami Coral Gables FL 05/2024 08/2024
Flatbay Capital Houston TX 07/2024 09/2024
Pao - Faena Miami Beach FL 01/2024 03/2024
Habitat - 1 Hotel Miami Beach FL 01/2024 03/2024
Plt Events Houston TX 07/2022 12/2023
Koppe Bridge Bar And Grill College Station TX 08/2019 08/2023
Texas A&M University Memory, Metacognition, And Creative Cogniti College Station TX 08/2020 12/2020
Ymca Of Greater Houston Houston TX 06/2020 08/2020
Pinot's Palette Houston & College Station TX 07/2017 08/2020
Texas A&M International Univereseity Laredo TX 01/2021 12/2022
The Briar Club Houston TX 06/2019 08/2019
Pondicheri Houston TX 06/2019 08/2019
Blinn College College Station TX 08/2016 12/2018
Texas A&M University College Station TX 08/2018 12/2020
  • 04/2025 → Present
    Houston, TX
  • 10/2024 → 05/2025
    Vitalus Health
    Houston, TX
  • 05/2024 → 08/2024
    University Of Miami
    Coral Gables, FL
  • 07/2024 → 09/2024
    Flatbay Capital
    Houston, TX
  • 01/2024 → 03/2024
    Pao - Faena
    Miami Beach, FL
  • 01/2024 → 03/2024
    Habitat - 1 Hotel
    Miami Beach, FL
  • 07/2022 → 12/2023
    Plt Events
    Houston, TX
  • 08/2019 → 08/2023
    Koppe Bridge Bar And Grill
    College Station, TX
  • 08/2020 → 12/2020
    Texas A&M University Memory, Metacognition, And Creative Cogniti
    College Station, TX
  • 06/2020 → 08/2020
    Ymca Of Greater Houston
    Houston, TX
  • 07/2017 → 08/2020
    Pinot's Palette
    Houston & College Station, TX
  • 01/2021 → 12/2022
    Texas A&M International Univereseity
    Laredo, TX
  • 06/2019 → 08/2019
    The Briar Club
    Houston, TX
  • 06/2019 → 08/2019
    Pondicheri
    Houston, TX
  • 08/2016 → 12/2018
    Blinn College
    College Station, TX
  • 08/2018 → 12/2020
    Texas A&M University
    College Station, TX
Other Businesses

AGIA POSITION: agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/12/2025 ADDRESS: 2929 Allen Parkway, Houstin TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-14
S63 Uniform Securities Agent State Law Examination 2025-09-08
  • S65 Uniform Investment Adviser Law Examination
    2025-11-14
  • S63 Uniform Securities Agent State Law Examination
    2025-09-08

View on SEC IAPD

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