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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-23 |
| NM | RA | APPROVED | 2026-03-18 |
| MI | RA | APPROVED | 2025-07-11 |
| KY | RA | APPROVED | 2025-05-27 |
| NV | RA | APPROVED | 2024-12-23 |
| NJ | RA | APPROVED | 2021-10-25 |
| OK | RA | APPROVED | 2021-09-30 |
| NY | RA | APPROVED | 2021-08-16 |
| AL | RA | APPROVED | 2020-03-12 |
| AZ | RA | APPROVED | 2020-03-12 |
| CO | RA | APPROVED | 2020-03-12 |
| CT | RA | APPROVED | 2020-03-12 |
| IL | RA | APPROVED | 2020-03-10 |
| IA | RA | APPROVED | 2018-05-18 |
| IN | RA | APPROVED | 2018-03-15 |
| CA | RA | APPROVED | 2015-07-13 |
| ID | RA | APPROVED | 2015-01-06 |
| OH | RA | APPROVED | 2012-06-01 |
| NC | RA | APPROVED | 2006-06-06 |
| TX | RA | APPROVED | 2005-06-09 |
| GA | RA | APPROVED | 2004-02-20 |
| FL | RA | APPROVED | 1999-03-08 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Tampa | FL | 07/1995 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-03 |
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