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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-25 |
| AZ | RA | APPROVED | 2023-09-13 |
| NV | RA | APPROVED | 2023-09-05 |
| ND | RA | APPROVED | 2023-09-04 |
| WV | RA | APPROVED | 2023-08-31 |
| FL | RA | APPROVED | 2023-08-29 |
| UT | RA | APPROVED | 2023-08-29 |
| AK | RA | APPROVED | 2023-08-28 |
| AR | RA | APPROVED | 2023-08-28 |
| CA | RA | APPROVED | 2023-08-28 |
| CO | RA | APPROVED | 2023-08-28 |
| CT | RA | APPROVED | 2023-08-28 |
| DE | RA | APPROVED | 2023-08-28 |
| HI | RA | APPROVED | 2023-08-28 |
| ID | RA | APPROVED | 2023-08-28 |
| IL | RA | APPROVED | 2023-08-28 |
| IN | RA | APPROVED | 2023-08-28 |
| IA | RA | APPROVED | 2023-08-28 |
| KS | RA | APPROVED | 2023-08-28 |
| KY | RA | APPROVED | 2023-08-28 |
| LA | RA | APPROVED | 2023-08-28 |
| ME | RA | APPROVED | 2023-08-28 |
| MD | RA | APPROVED | 2023-08-28 |
| MI | RA | APPROVED | 2023-08-28 |
| MN | RA | APPROVED | 2023-08-28 |
| MS | RA | APPROVED | 2023-08-28 |
| MO | RA | APPROVED | 2023-08-28 |
| MT | RA | APPROVED | 2023-08-28 |
| NE | RA | APPROVED | 2023-08-28 |
| NH | RA | APPROVED | 2023-08-28 |
| NJ | RA | APPROVED | 2023-08-28 |
| NM | RA | APPROVED | 2023-08-28 |
| NY | RA | APPROVED | 2023-08-28 |
| OH | RA | APPROVED | 2023-08-28 |
| OK | RA | APPROVED | 2023-08-28 |
| OR | RA | APPROVED | 2023-08-28 |
| PA | RA | APPROVED | 2023-08-28 |
| RI | RA | APPROVED | 2023-08-28 |
| SD | RA | APPROVED | 2023-08-28 |
| VT | RA | APPROVED | 2023-08-28 |
| VA | RA | APPROVED | 2023-08-28 |
| WA | RA | APPROVED | 2023-08-28 |
| WI | RA | APPROVED | 2023-08-28 |
| WY | RA | APPROVED | 2023-08-28 |
| GA | RA | APPROVED | 2022-12-19 |
| AL | RA | APPROVED | 2022-12-16 |
| NC | RA | APPROVED | 2022-12-16 |
| SC | RA | APPROVED | 2022-12-16 |
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Houston | TX | 06/2022 | Present |
| Ymca Of Greater Houston | Houston | TX | 06/2021 | 09/2021 |
| Life Time Fitness, Inc. | Houston | TX | 02/2020 | 06/2021 |
| Ymca Of Greater Houston | Houston | TX | 06/2019 | 02/2020 |
| Student | Oxford | MS | 07/2014 | 06/2019 |
| Student | Houston | TX | 09/2021 | 06/2022 |
| Agia | Houston | TX | 07/2022 | Present |
AGIA POSITION: AGENT NATURE: NON-SECURITIES INSURANCE PRODUCTS INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/11/2022 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 77019, United States DESCRIPTION: APPOINTED AS AGENT TO SELL NON-SECURITIES INSURANCE PRODUCTS FOR AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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