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Tanner Patterson

Valic Financial Advisors, Inc.

Houston, TX

CRD 7515588

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-15
CA RA APPROVED 2025-12-10
OK RA APPROVED 2025-12-10
WA RA APPROVED 2025-12-10
CO RA APPROVED 2025-12-09
MN RA APPROVED 2025-12-09
UT RA APPROVED 2025-12-09
GA RA APPROVED 2023-02-27
NC RA APPROVED 2023-02-23
SC RA APPROVED 2023-02-23
FL RA APPROVED 2023-01-11
MS RA APPROVED 2023-01-10
TX RA APPROVED 2022-07-22
  • AZ RA
    APPROVED
    Since 2026-04-15
  • CA RA
    APPROVED
    Since 2025-12-10
  • OK RA
    APPROVED
    Since 2025-12-10
  • WA RA
    APPROVED
    Since 2025-12-10
  • CO RA
    APPROVED
    Since 2025-12-09
  • MN RA
    APPROVED
    Since 2025-12-09
  • UT RA
    APPROVED
    Since 2025-12-09
  • GA RA
    APPROVED
    Since 2023-02-27
  • NC RA
    APPROVED
    Since 2023-02-23
  • SC RA
    APPROVED
    Since 2023-02-23
  • FL RA
    APPROVED
    Since 2023-01-11
  • MS RA
    APPROVED
    Since 2023-01-10
  • TX RA
    APPROVED
    Since 2022-07-22

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Houston TX 03/2022 Present
Sonic Automotive / Audi Central Houston Houston TX 11/2021 02/2022
The Boldmd Houston TX 03/2021 10/2021
Mahindra Agriculture Of North America Houston TX 08/2018 02/2021
Kubota North America Grapevine TX 10/2015 07/2018
Agia Houston TX 12/2022 Present
  • 03/2022 → Present
    Valic Financial Advisors
    Houston, TX
  • 11/2021 → 02/2022
    Sonic Automotive / Audi Central Houston
    Houston, TX
  • 03/2021 → 10/2021
    The Boldmd
    Houston, TX
  • 08/2018 → 02/2021
    Mahindra Agriculture Of North America
    Houston, TX
  • 10/2015 → 07/2018
    Kubota North America
    Grapevine, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products 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: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-22
  • S66 Uniform Combined State Law Examination
    2022-07-22

View on SEC IAPD

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