Craig David Cavanaugh

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → Present
  Valic Financial Advisors
  Tampa, FL
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2012-02-28 → 2012-09-10
  Allstate Financial Advisors, Llc
  St Petersburg, FL
• 2011-05-20 → 2012-02-01
  Osaic Services, Inc.
  Spring Hill, FL
  South Pasadena, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-29
• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Other Names

• Craig Cavanaugh