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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-28 |
| AR | RA | APPROVED | 2023-04-28 |
| LA | RA | APPROVED | 2023-04-28 |
| MS | RA | APPROVED | 2023-04-26 |
| WV | RA | APPROVED | 2023-01-13 |
| WI | RA | APPROVED | 2023-01-12 |
| FL | RA | APPROVED | 2023-01-09 |
| IL | RA | APPROVED | 2023-01-06 |
| IN | RA | APPROVED | 2023-01-06 |
| KY | RA | APPROVED | 2023-01-06 |
| MI | RA | APPROVED | 2023-01-06 |
| OH | RA | APPROVED | 2023-01-06 |
| PA | RA | APPROVED | 2023-01-06 |
| TX | RA | APPROVED | 2022-08-16 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 04/2022 | Present |
| Apollo Rehab/ The Medical Resort Of The Woodlands | Spring | TX | 06/2019 | 04/2022 |
| Synergy Care, Inc. At Grace Care Center | Tomball | TX | 09/2014 | 08/2019 |
| Rental Property-Hemlock Street | Beaver | PA | 09/2004 | 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 RENTAL PROPERTY-HEMLOCK STREET POSITION: Owner of the rental property NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 09/25/2004 ADDRESS: 42 Hemlock Street, Beaver PA 15009, United States DESCRIPTION: I make all the decisions on repairs and the maintenance needs of the property. I pay a real estate management company to manage and collect rent and setup/pay repairs/maintenance appointments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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