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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-23 |
| DC | RA | APPROVED | 2022-02-01 |
| AZ | RA | APPROVED | 2022-01-24 |
| NV | RA | APPROVED | 2022-01-21 |
| WV | RA | APPROVED | 2022-01-07 |
| NE | RA | APPROVED | 2021-12-23 |
| FL | RA | APPROVED | 2021-12-21 |
| GA | RA | APPROVED | 2021-12-07 |
| MA | RA | APPROVED | 2021-11-22 |
| SD | RA | APPROVED | 2021-08-03 |
| NM | RA | APPROVED | 2021-07-22 |
| MT | RA | APPROVED | 2021-07-19 |
| NJ | RA | APPROVED | 2021-07-19 |
| ND | RA | APPROVED | 2021-07-19 |
| OH | RA | APPROVED | 2021-07-19 |
| UT | RA | APPROVED | 2021-07-19 |
| AL | RA | APPROVED | 2021-07-16 |
| AK | RA | APPROVED | 2021-07-16 |
| AR | RA | APPROVED | 2021-07-16 |
| CA | RA | APPROVED | 2021-07-16 |
| CO | RA | APPROVED | 2021-07-16 |
| CT | RA | APPROVED | 2021-07-16 |
| DE | RA | APPROVED | 2021-07-16 |
| HI | RA | APPROVED | 2021-07-16 |
| ID | RA | APPROVED | 2021-07-16 |
| IL | RA | APPROVED | 2021-07-16 |
| IN | RA | APPROVED | 2021-07-16 |
| KS | RA | APPROVED | 2021-07-16 |
| KY | RA | APPROVED | 2021-07-16 |
| LA | RA | APPROVED | 2021-07-16 |
| ME | RA | APPROVED | 2021-07-16 |
| MD | RA | APPROVED | 2021-07-16 |
| MI | RA | APPROVED | 2021-07-16 |
| MN | RA | APPROVED | 2021-07-16 |
| MS | RA | APPROVED | 2021-07-16 |
| MO | RA | APPROVED | 2021-07-16 |
| NH | RA | APPROVED | 2021-07-16 |
| NY | RA | APPROVED | 2021-07-16 |
| NC | RA | APPROVED | 2021-07-16 |
| OK | RA | APPROVED | 2021-07-16 |
| OR | RA | APPROVED | 2021-07-16 |
| PA | RA | APPROVED | 2021-07-16 |
| RI | RA | APPROVED | 2021-07-16 |
| SC | RA | APPROVED | 2021-07-16 |
| TX | RA | APPROVED | 2021-07-16 |
| VA | RA | APPROVED | 2021-07-16 |
| WA | RA | APPROVED | 2021-07-16 |
| WI | RA | APPROVED | 2021-07-16 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Portland | ME | 07/2007 | 12/2020 |
| Tiaa | Portland | ME | 07/2007 | 12/2020 |
| Unemployed | Palm Beach Gardens | FL | 12/2020 | 05/2021 |
| Valic Financial Advisors, Inc. | Tampa | FL | 06/2021 | Present |
| Agia | Houston | TX | 12/2022 | Present |
WATERFORD MAINTENANCE ASSOCIATION INC POSITION: Treasurer NATURE: Board member of homeowner association. This is one of several associations within the larger Crystal Pointe Homeowners association of which I am a board member. There are several communities within the larger Crystal Pointe. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2022 ADDRESS: 2600 Crystal Pointe Way, Palm Beach Gardens FL 33410, United States DESCRIPTION: board member as Treasurer. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-15 |
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