Best Investors
Account
Sign in
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-14 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Atlanta | GA | 07/2022 | 12/2024 |
| University Of Georgia | Athens | GA | 08/2014 | 05/2021 |
| Guisados | Los Angeles | CA | 08/2021 | 12/2021 |
| Applebees | Lithia Springs | GA | 01/2022 | 02/2022 |
| Mr. Mister | Doraville | GA | 02/2022 | 04/2022 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 09/2022 | 12/2024 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 10/2025 | Present |
| Lilian & Logan Financial Coaching Llc | Lithia Springs | GA | 05/2025 | 09/2025 |
| Unemployed | Lithia Springs | GA | 01/2025 | 04/2025 |
AGIA POSITION: Agent NATURE: Non-security insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell non-security insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-27 |
Reach out to this advisor