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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 | 2025-08-29 |
| VA | RA | APPROVED | 2025-07-29 |
| NC | RA | APPROVED | 2024-11-14 |
| SC | RA | APPROVED | 2021-10-18 |
| NY | RA | APPROVED | 2021-08-16 |
| FL | RA | APPROVED | 2021-05-12 |
| CO | RA | APPROVED | 2020-07-23 |
| NJ | RA | APPROVED | 2019-07-05 |
| WV | RA | APPROVED | 2019-03-29 |
| KY | RA | APPROVED | 2019-03-04 |
| OH | RA | APPROVED | 2019-03-04 |
| PA | RA | APPROVED | 2019-02-25 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Pittsburgh | PA | 10/2012 | 12/2018 |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 12/2018 | 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 | 2019-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-17 |
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