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Aleasia Thomas

Valic Financial Advisors, Inc.

Houston, TX

CRD 7541483

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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
IL RA APPROVED 2023-06-15
NV RA APPROVED 2022-12-21
AZ RA APPROVED 2022-12-20
NM RA APPROVED 2022-12-19
UT RA APPROVED 2022-12-19
AR RA APPROVED 2022-12-16
CO RA APPROVED 2022-12-16
IA RA APPROVED 2022-12-16
KS RA APPROVED 2022-12-16
LA RA APPROVED 2022-12-16
MS RA APPROVED 2022-12-16
MO RA APPROVED 2022-12-16
NE RA APPROVED 2022-12-16
OK RA APPROVED 2022-12-16
WY RA APPROVED 2022-12-16
TX RA APPROVED 2022-10-17
  • IL RA
    APPROVED
    Since 2023-06-15
  • NV RA
    APPROVED
    Since 2022-12-21
  • AZ RA
    APPROVED
    Since 2022-12-20
  • NM RA
    APPROVED
    Since 2022-12-19
  • UT RA
    APPROVED
    Since 2022-12-19
  • AR RA
    APPROVED
    Since 2022-12-16
  • CO RA
    APPROVED
    Since 2022-12-16
  • IA RA
    APPROVED
    Since 2022-12-16
  • KS RA
    APPROVED
    Since 2022-12-16
  • LA RA
    APPROVED
    Since 2022-12-16
  • MS RA
    APPROVED
    Since 2022-12-16
  • MO RA
    APPROVED
    Since 2022-12-16
  • NE RA
    APPROVED
    Since 2022-12-16
  • OK RA
    APPROVED
    Since 2022-12-16
  • WY RA
    APPROVED
    Since 2022-12-16
  • TX RA
    APPROVED
    Since 2022-10-17

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 04/2022 Present
Travelers Insurance Company Houston TX 02/1999 05/2022
Agia Houston TX 12/2022 Present
  • 04/2022 → Present
    Valic Financial Advisors
    Houston, TX
  • 02/1999 → 05/2022
    Travelers Insurance Company
    Houston, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

People First Medical Supply Not investment-related Address: 3845 Cypress Creek Parkway Ste 302 Houston, TX 77068 Retail Medical Equipment and Supplies Partner/member in LLC Position: accounting/limited sales Start: 2017 16-20hrs devoted no, hours are not during securities trading hours data entry clerical work and sale to retail 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 INTELETRAVEL POSITION: Travel Agent NATURE: book travel virtual from home INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 1625 South Congress Ave Ste 100, Delray Beach FL 33445, United States DESCRIPTION: book vocations for self, family clients etc., or they can book themselves online.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
  • S66 Uniform Combined State Law Examination
    2022-09-06
Other Names
  • Aleasia Thomas Mcclinton

View on SEC IAPD

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