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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 | 2025-06-09 |
| PA | RA | APPROVED | 2024-09-12 |
| UT | RA | APPROVED | 2022-05-09 |
| SC | RA | APPROVED | 2019-10-29 |
| IN | RA | APPROVED | 2019-10-04 |
| MI | RA | APPROVED | 2014-06-17 |
| MA | RA | APPROVED | 2012-01-06 |
| FL | RA | APPROVED | 2011-07-14 |
| VA | RA | APPROVED | 2011-03-24 |
| OH | RA | APPROVED | 2011-03-04 |
| WV | RA | APPROVED | 2011-03-04 |
| KY | RA | APPROVED | 2010-11-11 |
Branch Locations
4515 N. River Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Carmel | IN | 11/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Business Name: MAS Investments, LLC Investment-Related: Yes Business Address: 304 Pam Drive, Richmond, KY 40475 Nature of Business: Investment Real Estate / Rental Property My Title: Member Start Date: 11/28/2016 Approximate Hours/Month: 4 Approximate Hours During Securities Trading Hours: 0 Duties: MAS Investments, LLC is a single member LLC that invests primarily in buy-and-hold rental property. International Coffee Farms Corporation. Re/Max Local 17, Plaza Los Establos, Calle Central, Boquete, Chriqui, Panama. Is investment related. Commenced this activity on 3/28/2017. Passive investor/parcel owner, no duties for this activity. 1% hours/month is devoted to this activity which none is during securities trading hours. Holdfolio, 3552 N. Pennsylvania Street, Indianapolis, IN 46205. Investment related. Commenced this activity 10/03/2017. Duties include using personal funds to purchase LLC shares as a passive investor in an LLC entity formed by Holdfolio which would own the property/properties of that particular investment deal. 1% hours/month is devoted to this activity during securities trading hours. CARDONE CAPITAL, LLC POSITION: Passive Investor NATURE: Real estate syndication as a passive investor. Cardone Capital, LLC creates and manages different funds, generally structured as LLCs, in order to invest in large multifamily real estate properties in select markets. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 18909 NE 29th Ave, Aventura FL 33180, United States DESCRIPTION: N/A. I would simply be a passive investor alongside other passive investors in the syndication. I have no communication with other investors, will not be soliciting any clients of AIG Retirement Services, nor will I be responsible for anyone else's money. I have no involvement in day-to-day operations of the fund, as this is all handled by the sponsor/syndicator. I will strictly be investing my own personal funds as a passive investor. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-04 |
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