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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-23 |
| OR | RA | APPROVED | 2024-03-10 |
| WA | RA | APPROVED | 2024-03-08 |
| PA | RA | APPROVED | 2023-10-27 |
| ME | RA | APPROVED | 2023-10-12 |
| MA | RA | APPROVED | 2023-07-06 |
| NH | RA | APPROVED | 2023-06-21 |
| DE | RA | APPROVED | 2023-06-20 |
| FL | RA | APPROVED | 2023-06-19 |
| NJ | RA | APPROVED | 2023-06-19 |
| RI | RA | APPROVED | 2023-06-16 |
| VT | RA | APPROVED | 2023-06-16 |
| AK | RA | APPROVED | 2023-04-25 |
| MD | RA | APPROVED | 2023-03-30 |
| AR | RA | APPROVED | 2023-03-29 |
| SC | RA | APPROVED | 2023-03-22 |
| NC | RA | APPROVED | 2023-03-16 |
| VA | RA | APPROVED | 2023-03-15 |
| TX | RA | APPROVED | 2023-02-21 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 01/2014 | 09/2022 |
| Aig Capital Services, Inc. | Houston | TX | 12/2015 | 08/2021 |
| Symphony Financial, Ltd. Co. | Houston | TX | 09/2022 | 01/2023 |
| Lpl Financial Llc | Kingwood | TX | 10/2022 | 01/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 02/2023 | Present |
| Agia | Houston | TX | 02/2023 | Present |
AGIA POSITION: Agent NATURE: Non- Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA UGM LLC POSITION: Owner NATURE: Manufacturing and machining metal goods with some additive and injection molding activities in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 11710 Blair Meadow Drive, Houston TX 77477, United States DESCRIPTION: Take orders and quotes from various sources. Operating the machines. Accounting. Shipping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-03 |
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