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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-08 |
| NC | RA | APPROVED | 2024-10-08 |
| FL | RA | APPROVED | 2019-06-20 |
| SC | RA | APPROVED | 2019-05-06 |
| AL | RA | APPROVED | 2017-06-14 |
| GA | RA | APPROVED | 2017-05-18 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Atlanta | GA | 03/2012 | 12/2016 |
| Valic Financial Advisors, Inc | Atlanta | GA | 05/2017 | Present |
| Unemployed | Cave Springs | GA | 01/2017 | 04/2017 |
| 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 | 2012-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-23 |
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