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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-28 |
| NV | RA | APPROVED | 2026-07-06 |
| NJ | RA | APPROVED | 2026-03-09 |
| OR | RA | APPROVED | 2026-02-19 |
| CO | RA | APPROVED | 2026-02-10 |
| KS | RA | APPROVED | 2025-11-21 |
| NE | RA | APPROVED | 2025-02-12 |
| AZ | RA | APPROVED | 2024-09-27 |
| OK | RA | APPROVED | 2024-03-18 |
| IN | RA | APPROVED | 2024-03-07 |
| MS | RA | APPROVED | 2022-10-24 |
| NM | RA | APPROVED | 2022-10-19 |
| NC | RA | APPROVED | 2022-10-19 |
| PA | RA | APPROVED | 2022-10-19 |
| SC | RA | APPROVED | 2021-11-30 |
| NY | RA | APPROVED | 2021-08-16 |
| GA | RA | APPROVED | 2020-10-05 |
| MN | RA | APPROVED | 2020-09-24 |
| FL | RA | APPROVED | 2020-04-23 |
| AR | RA | APPROVED | 2020-04-22 |
| KY | RA | APPROVED | 2019-04-03 |
| AL | RA | APPROVED | 2018-08-24 |
| CA | RA | APPROVED | 2018-07-31 |
| VA | RA | APPROVED | 2018-03-05 |
| TX | RA | APPROVED_RES | 2018-01-02 |
| TN | RA | APPROVED | 2011-08-22 |
Branch Locations
1 Music Circle North Suite 400, Nashville , TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Brentwood | TN | 07/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
2200 HARDING PLACE HOMEOWNERS' ASSOCIATION. 2200 HARDING PLACE, 4 NASHVILLE, TN 37215. NON-INVESTMENT RELATED. COMMENCED THIS ACTIVITY 1/1/2009. TREASURER, PAYING VENDORS, BALANCING ACCOUNTS, COLLECTING DUES, FILING INCORPORATION DOCUMENTS AND TAXES. PREPARE ONE OR TWO REPORTS PER YEAR FOR THE ASSOCIATION.LESS THAN 1%, APPROX 3 HOURS/MONTH IS SPENT ON THIS ACTIVITY NONE DURING SECURITIES TRADING HOURS. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: 2200 Harding Place, 4, Nashville TN 37215, United States DESCRIPTION: Notarize occasional client documents. 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 | 1995-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-21 |
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