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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 | 2026-03-10 |
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 |
|---|---|---|---|---|
| Greater Houston Partnership | Houston | TX | 04/2016 | 06/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 10/2025 | Present |
| Scottrade/Td Ameritrade | Pearland | TX | 06/2017 | 04/2018 |
| Prevail Athletic Training | Houston | TX | 03/2017 | Present |
AGIA POSITION: Agent NATURE: Non-Insurance Securities Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities insurance products for AGIA PREVAIL PERFORMANCE PLUS POSITION: owner/operator NATURE: I volunteer as a summer AAU track and field coach in the community. In addition, I provide private (paid) athletic and sports performance training as well as adult fitness training to clients on a limited basis. Athletic training is focused on strength for speed development and sprint mechanics with athletes. Fitness training is focused on functional readiness and nutritional guidance. Sessions are in the evenings after normal business hours (typically 6:30-8:00 p.m.) and weekends, summer competitions are held on saturdays during the summer AAU Club track season. It's purely athletic coaching and sports performance training, with no overlap or connection to financial services. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2017 ADDRESS: 9822 Sagecourt Drive, Houston TX 77089, United States DESCRIPTION: I am the sole independent personal trainer to my clients. I create and implement all periodized fitness and athletic training programming and delivery of said programming. I interact and engage with them to provide guidance, feedback via briefs and debriefs as part of their training plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-27 |
| S66 | Uniform Combined State Law Examination | 2017-09-19 |
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