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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
| IN | RA | APPROVED | 2026-07-30 |
| PA | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2025-03-04 |
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 |
|---|---|---|---|---|
| Tapfin/Ey | Tampa | FL | 07/2022 | 04/2024 |
| Wealthstrong Advisory Llc | Dallas | TX | 02/2022 | Present |
| Guidehouse | Dallas | TX | 07/2021 | 01/2022 |
| Unemployed | Houston | TX | 06/2020 | 07/2021 |
| Aramark | Houston | TX | 08/2018 | 06/2020 |
| Baton Rouge College Prep Middle School | Baton Rouge | LA | 06/2017 | 08/2018 |
| Brothers Empowered 2 Teach | Baton Rouge | LA | 09/2016 | 08/2018 |
| Full Time Education | Baton Rouge | LA | 08/2014 | 09/2016 |
| Valic Financial Advisors, Inc. | Houston | TX | 01/2025 | Present |
| Agia | Hosuton | TX | 12/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 2929 Allen Parkway, Hosuton TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA DOOR DASH POSITION: Delivery Driver NATURE: Delivery Service INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 323 Webster Street, Apt 3233, Houston TX 77002, United States DESCRIPTION: Pick up and deliver orders to customers in nearby locations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
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