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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-30 |
| AL | RA | APPROVED | 2024-08-20 |
| DC | RA | APPROVED | 2023-02-13 |
| OK | RA | APPROVED | 2022-08-22 |
| OR | RA | APPROVED | 2022-01-04 |
| MN | RA | APPROVED | 2022-01-03 |
| WV | RA | APPROVED | 2022-01-03 |
| NY | RA | APPROVED | 2021-08-16 |
| UT | RA | APPROVED | 2020-11-04 |
| IA | RA | APPROVED | 2020-08-04 |
| GA | RA | APPROVED | 2019-09-19 |
| DE | RA | APPROVED | 2019-09-13 |
| SD | RA | APPROVED | 2019-05-02 |
| MD | RA | APPROVED | 2019-04-23 |
| CA | RA | APPROVED | 2019-04-22 |
| FL | RA | APPROVED | 2019-04-22 |
| KY | RA | APPROVED | 2019-04-22 |
| NJ | RA | APPROVED | 2019-04-22 |
| AZ | RA | APPROVED | 2019-04-18 |
| CO | RA | APPROVED | 2019-04-18 |
| NC | RA | APPROVED | 2019-04-18 |
| OH | RA | APPROVED | 2019-04-18 |
| PA | RA | APPROVED | 2019-04-18 |
| SC | RA | APPROVED | 2019-04-18 |
| TX | RA | APPROVED_RES | 2019-04-18 |
| VT | RA | APPROVED | 2019-04-18 |
| VA | RA | APPROVED | 2019-04-18 |
| WA | RA | APPROVED | 2019-04-18 |
| IL | RA | APPROVED | 2018-07-26 |
| CT | RA | APPROVED | 2015-10-20 |
| ME | RA | APPROVED | 2015-10-06 |
| MA | RA | APPROVED | 2015-10-05 |
| NH | RA | APPROVED | 2015-09-23 |
| RI | RA | APPROVED | 2015-09-09 |
Branch Locations
Lawrence General Hospital - 1 General Street Hr Campus Office, Lawrence, MA 01841 • United States
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Nashua | NH | 09/2015 | 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: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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