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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-18 |
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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-08 |
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