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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
| SC | RA | APPROVED | 2026-05-28 |
| AL | RA | APPROVED | 2026-05-22 |
| FL | RA | APPROVED | 2026-05-22 |
| NC | RA | APPROVED | 2026-05-22 |
| GA | RA | APPROVED | 2026-05-05 |
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 |
|---|---|---|---|---|
| Axa Advisors Llc | Atlanta | GA | 07/2017 | 12/2018 |
| Axa Advisors | Atlanta | GA | 07/2017 | 12/2018 |
| Merrill Lynch | Alpharetta | GA | 12/2014 | 07/2017 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 12/2018 | 11/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2021 | 11/2023 |
| Mml Investors Services Llc | Atlanta | GA | 12/2023 | 01/2026 |
| Massmutual Life Insurance Co | Atlanta | GA | 11/2023 | 01/2026 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 04/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/27/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-16 |
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