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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-11 |
| FL | RA | APPROVED | 2022-12-06 |
| CO | RA | APPROVED | 2022-12-05 |
| DE | RA | APPROVED | 2022-12-05 |
| GA | RA | APPROVED | 2022-12-05 |
| LA | RA | APPROVED | 2022-12-05 |
| IL | RA | APPROVED | 2022-12-02 |
| ME | RA | APPROVED | 2022-12-02 |
| MS | RA | APPROVED | 2022-12-02 |
| NH | RA | APPROVED | 2022-12-02 |
| NJ | RA | APPROVED | 2022-12-02 |
| NC | RA | APPROVED | 2022-12-02 |
| PA | RA | APPROVED | 2022-12-02 |
| RI | RA | APPROVED | 2022-12-02 |
| SC | RA | APPROVED | 2022-12-02 |
| WV | RA | APPROVED | 2022-12-02 |
| AL | RA | APPROVED | 2022-12-01 |
| AR | RA | APPROVED | 2022-12-01 |
| CT | RA | APPROVED | 2022-12-01 |
| VT | RA | APPROVED | 2022-12-01 |
| VA | RA | APPROVED | 2022-12-01 |
| NY | RA | APPROVED | 2021-08-16 |
| MD | RA | APPROVED | 2021-07-14 |
| TX | RA | APPROVED | 2020-11-02 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors Inc. | Houston | TX | 10/2014 | 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 | 2020-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-08 |
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