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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 09/2020 | 07/2022 |
| Gasparilla Realty | Tampa | FL | 06/2017 | Present |
| Fox Group Designs | Tampa | FL | 01/2009 | 12/2017 |
| Empower Financial Services, Inc | Greenwood Village | CO | 09/2023 | 03/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2025 | Present |
| Agia | Houston | TX | 03/2025 | Present |
| Gasparilla Realty | Tampa | FL | 04/2017 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/24/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA GASPARILLA REALTY POSITION: Owner NATURE: Residential real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2017 ADDRESS: 6030 Printery St, Unit 106, Tampa FL 33616, United States DESCRIPTION: Owner of residential real estate company that buys and sells and helps individuals buy or sell residential homes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
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