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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-14 |
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, Inc. | Houston | TX | 06/2022 | 12/2022 |
| Orion Real Estate | Katy | TX | 02/2012 | 04/2022 |
| Unemployed | Katy | TX | 12/2022 | 06/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 06/2023 | Present |
| Agia | Houston | TX | 06/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/12/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA NEATERELLA POSITION: Owner NATURE: Cleaning Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2021 ADDRESS: 22702 Saginaw Point Lane, Katy TX 77449, United States DESCRIPTION: Owner-Not currently using CASA NOVELLA CO.LLC POSITION: Owner NATURE: Online store selling home goods items. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2026 ADDRESS: 22702 Saginaw Point Lane, Katy TX 77449, United States DESCRIPTION: Order from wholesaler to sell the item online.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
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