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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| FL | RA | APPROVED | 2003-11-21 |
Branch Locations
New Port Richey, FL • United States
2929 Allen Parkway, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vfa | Tampa | FL | 11/2003 | Present |
| Jw Mitchell High School | New Port Richey | FL | 10/2025 | Present |
PRIVATE CONTRACTOR POSITION: Driver NATURE: Delivery driver for Amazon. Not during business hours. Mostly during holidays. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 3419 Trophy Blvd, new port richey FL 34655, United States DESCRIPTION: Drive van, drop a package at a door, depart. JW MITCHELL HIGH SCHOOL POSITION: Assistant Coach - Wrestling NATURE: Assistant Coach, wrestling team. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2025 ADDRESS: 2323 Little Rd, new Port Richey FL 34655, United States DESCRIPTION: Coach wrestling, attend tournaments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-30 |
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