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Kell S Grady

Valic Financial Advisors, Inc.

Houston, TX

CRD 8179995

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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 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

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
Texas Financial Advisors Houston TX 08/2025 10/2025
Target Savannah GA 06/2025 08/2025
Fort Worth Country Day Fort Worth TX 05/2024 08/2024
Clarkson University Potsdam NY 01/2023 05/2024
Lavner Education Dallas TX 06/2023 07/2023
Clarkson Unversity Potsdam NY 05/2022 08/2022
Ledyard Farms Aurora NY 08/2019 05/2021
Valic Financial Advisors. Inc. Houston TX 11/2025 Present
Clarkson University Potsdam NY 08/2021 06/2025
Southern Cayuga Central School Aurora NY 03/2009 06/2021
  • 08/2025 → 10/2025
    Texas Financial Advisors
    Houston, TX
  • 06/2025 → 08/2025
    Target
    Savannah, GA
  • 05/2024 → 08/2024
    Fort Worth Country Day
    Fort Worth, TX
  • 01/2023 → 05/2024
    Clarkson University
    Potsdam, NY
  • 06/2023 → 07/2023
    Lavner Education
    Dallas, TX
  • 05/2022 → 08/2022
    Clarkson Unversity
    Potsdam, NY
  • 08/2019 → 05/2021
    Ledyard Farms
    Aurora, NY
  • 11/2025 → Present
    Houston, TX
  • 08/2021 → 06/2025
    Clarkson University
    Potsdam, NY
  • 03/2009 → 06/2021
    Southern Cayuga Central School
    Aurora, NY
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/22/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-03
S65 Uniform Investment Adviser Law Examination 2025-08-20
  • S63 Uniform Securities Agent State Law Examination
    2026-02-03
  • S65 Uniform Investment Adviser Law Examination
    2025-08-20
Other Names
  • Kell S Grady
  • Kell Grady

View on SEC IAPD

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