Best Investors
Account
Sign in
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 | 2015-03-25 |
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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Boca Raton | FL | 05/2014 | Present |
| Agia | Houston | TX | 12/2022 | Present |
SOLSTICE DENTAL & VISION INSURANCE/ AGENT PO BOX 19199 PLANTATION FL 33318 START: 05/13/2011 TIME DEVOTED- VERY LITTLE TO NONE, ONLY IF CLIENT REQUESTS INFORMATION THERE IS NO CONNECTION TO OTHER BUSINESS UNITED HEALTHCARE/ GOLDENRULE HEALTH INSURANCE/ AGENT 7440 WOODLAND DRIVE INDIANAPOLIS, IN 46278 START:09/30/2010 TIME DEVOTED: VERY LITTLE TO NONE, ONLY IF CLIENT REQUESTS INFORMATION 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-21 |
Reach out to this advisor