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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 | 2026-01-23 |
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 |
|---|---|---|---|---|
| Houston Jewish Community Center | Houston | TX | 08/2023 | Present |
| Army | Houston | TX | 10/2023 | 05/2025 |
| Full Time Education | Houston | TX | 10/2015 | 05/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 10/2025 | Present |
I teach tennis at a Jewish Community Center in Houston for a couple of hours on Mondays and the weekends. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON POSITION: Tennis Coach NATURE: Teach tennis INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 5601 S Braeswood Blvd, Houston TX 77096, United States DESCRIPTION: Teach tennis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-20 |
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