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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-10 |
| GA | RA | APPROVED | 2025-08-01 |
| MI | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED_RES | 2019-07-22 |
| UT | RA | APPROVED | 2016-08-18 |
| NC | RA | APPROVED | 2012-09-18 |
| CO | RA | APPROVED | 2012-01-18 |
| FL | RA | APPROVED | 2003-02-13 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Houston | TX | 10/2001 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-21 |
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