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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-30 |
| IA | RA | APPROVED | 2025-10-23 |
| NJ | RA | APPROVED | 2025-10-01 |
| WA | RA | APPROVED | 2025-04-04 |
| CA | RA | APPROVED | 2024-12-05 |
| VA | RA | APPROVED | 2023-06-27 |
| AR | RA | APPROVED | 2022-12-12 |
| TX | RA | APPROVED_RES | 2022-11-01 |
| IL | RA | APPROVED | 2022-09-02 |
| NC | RA | APPROVED | 2021-04-16 |
| SC | RA | APPROVED | 2021-04-16 |
| GA | RA | APPROVED | 2007-09-26 |
| FL | RA | APPROVED | 2007-06-21 |
Branch Locations
10151 Deerwood Park Boulevard Bldg. 300, Suite 315, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Jacksonville | FL | 06/2006 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2007-06-19 |
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