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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-11 |
Branch Locations
2919 Allen Parkway L3-20, Houston, TX 77019-2158 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadius Partners Limited | Bozeman | MT | 08/2015 | 05/2018 |
| N/A | The Woodlands | TX | 06/2018 | 04/2020 |
| Valic Financial Advisors | Houston | TX | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-15 |
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