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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-15 |
| NY | RA | APPROVED | 2023-03-06 |
Branch Locations
52 South Union Suite 101, Williamsville, NY 14221 • United States
Syracuse, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2021 | 03/2023 |
| Target Corporation | Fayetteville | NY | 10/2020 | 07/2022 |
| Tops Market, Llc | Chittenango | NY | 11/2018 | 09/2020 |
| Green Lakes State Park | Fayetteville | NY | 06/2018 | 10/2018 |
| Alfred University | Alfred | NY | 08/2016 | 02/2017 |
| Onondaga Community College | Syracuse | NY | 01/2018 | 05/2018 |
| Tops Market, Llc | Chittenango | NY | 03/2017 | 07/2018 |
| Valic Financial Advisors, Inc. | Nashua | NH | 03/2023 | Present |
| Agia | Houston | TX | 03/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA RECORDING/PERFORMING MUSICIAN POSITION: Musician/Artist NATURE: In my free time I make write, record and release music on stores such as apple music - earning on average about 10 dollars every 2 years from streams. I also have live shows and performances related to my music from time to time INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2018 ADDRESS: 108 Burten Street, Syracuse NY 13210, United States DESCRIPTION: I do not have any duties I make music in my free time and release it on stores and have performances but I do not have anything I have to do relating to it I do not answer to anybody I just make music.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
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