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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED_RES | 2022-02-25 |
| FL | RA | APPROVED | 2017-10-30 |
| GA | RA | APPROVED | 2016-05-26 |
| NC | RA | APPROVED | 2016-05-26 |
| SC | RA | APPROVED | 2015-10-26 |
Branch Locations
Surfside Beach, SC • United States
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Columbia | SC | 10/2015 | 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 CHARLESTON RENTAL HOME POSITION: Co-owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2009 ADDRESS: 1728 Wappoo Drive, Charleston SC 29407, United States DESCRIPTION: Collect Rents and maintain home
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-30 |
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