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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 | 05/2025 | Present |
| World Financial Group | Houston | TX | 05/2023 | 05/2025 |
| Universal Processing | Houston | TX | 06/2024 | 10/2024 |
| Moxies Houston Restaurant | Houston | TX | 10/2018 | 06/2022 |
| Lopez Mexican Restaurant | Richmond | TX | 06/2018 | 10/2018 |
| Longhorn Steakhouse | Katy | TX | 08/2016 | 05/2018 |
| Whiskey Cake Kitchen & Bar Katy | Katy | TX | 09/2016 | 05/2017 |
| Unemployed | Katy | TX | 07/2022 | 05/2023 |
AGIA POSITION: Agent NATURE: Non- Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/26/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-13 |
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