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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 |
|---|---|---|---|
| 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 |
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 |
| Travelers Insurance Company | Houston | TX | 02/1999 | 05/2022 |
| Agia | Houston | TX | 12/2022 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
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