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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-16
FL RA APPROVED 2003-11-21
  • NY RA
    APPROVED
    Since 2021-08-16
  • FL RA
    APPROVED
    Since 2003-11-21

Branch Locations

New Port Richey, FL • United States

2929 Allen Parkway, Houston, TX 77019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vfa Tampa FL 11/2003 Present
Jw Mitchell High School New Port Richey FL 10/2025 Present
  • 11/2003 → Present
    Vfa
    Tampa, FL
  • 10/2025 → Present
    Jw Mitchell High School
    New Port Richey, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-20
S63 Uniform Securities Agent State Law Examination 1995-03-30
  • S65 Uniform Investment Adviser Law Examination
    1996-05-20
  • S63 Uniform Securities Agent State Law Examination
    1995-03-30
Other Names
  • Steve Davis
  • Goose Davis

View on SEC IAPD

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