Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED_RES | 2023-06-15 |
| GA | RA | APPROVED | 2021-07-14 |
| SD | RA | APPROVED | 2020-11-12 |
| FL | RA | APPROVED | 2017-04-03 |
| CO | RA | APPROVED | 2011-02-25 |
Branch Locations
Steamboat Springs, CO • United States
165 South Union Boulevard Suite 600, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Lakewood | CO | 11/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
THREE C, LLC POSITION: Owner/landlord NATURE: I own a condo and rent it out. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 27606 Silver Spur Street, Steamboat Springs CO 80487, United States DESCRIPTION: I advertise the unit when it isn't rented, check references and check people in and out. It is a long term rental. 2 PEAS, LLC POSITION: Member NATURE: My boyfriend and I are equal partners/members and will be building homes on two residential lots starting in April 2021. We paid cash for the lots and house plans, but will finance the build when the time comes. The homes will subsequently be rented out. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 27606 Silver Spur Street, Steamboat Springs CO 80487, United States DESCRIPTION: Help build, keep records, and eventually be a co-landlord. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products MARRIOTT HOTEL BAR TENDER POSITION: Bar Tender NATURE: I will bar tend the in hotel bar no more than one night per week from 5-10. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 1480 Pine Grove Road, Steamboat Springs CO 80487, United States DESCRIPTION: Serve drinks and be social. That's it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-01 |
Reach out to this advisor