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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2016-09-30 |
| CA | RA | APPROVED | 2014-03-18 |
Branch Locations
450 North Brand Blvd. Suite 600, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | San Diego | CA | 12/2013 | Present |
| Agia | Houston | TX | 12/2022 | Present |
RENTAL PROPERTY POSITION: Manager NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2006 ADDRESS: 12050 Lamanda Street, Los Angeles CA 90066, United States DESCRIPTION: Mange the property: collect rent from tenants, provide services as needed. APARTMENT RENTAL POSITION: manager NATURE: Rental Property ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2004 ADDRESS: 1433 S. Fairfax Ave., Los Angeles CA 90019, United States DESCRIPTION: Manage property: collect rent and provide services as needed 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-23 |
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