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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 | 2025-11-25 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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