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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-29 |
| MA | RA | APPROVED | 2023-01-03 |
| NJ | RA | APPROVED | 2022-07-19 |
| DE | RA | APPROVED | 2022-06-28 |
| NH | RA | APPROVED | 2022-06-23 |
| RI | RA | APPROVED | 2022-06-21 |
| PA | RA | APPROVED | 2022-06-17 |
| CT | RA | APPROVED | 2022-06-16 |
| ME | RA | APPROVED | 2022-06-16 |
| VT | RA | APPROVED | 2022-06-16 |
Branch Locations
2929 Allen Parkway, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | San Diego | CA | 05/2009 | Present |
| Sunamerica Capital Services, Inc. | Houston | TX | 12/2013 | Present |
RENTAL PROPERTY POSITION: owner NATURE: rental property with hired management company to handle vacation rentals INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2025 ADDRESS: 380 Seaview Ct #1205, Marco Island FL 31145, United States DESCRIPTION: no activity associated with this property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
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